Toledo Financial Group, Inc.

Toledo Financial Group, Inc. Toledo Financial Group is a family owned and operated financial services firm started in 1974. We of

"Serving the Financial and Insurance needs of families and businesses for over 45 years"

Securities offered through LPL Financial, member FINRA/SIPC

SIPC website can be found by going to http://www.sipc.org and the FINRA website can be found by going to http://www.finra.org/

The financial professionals associated with Toledo Financial Group, Inc. may discuss and/or transact business only with r

esidents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness

An ILIT could play a role in your estate strategy.
08/07/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
08/05/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
08/03/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
07/31/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
07/29/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

How much do you know about stocks?
07/27/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
07/24/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Are you ready for school—again?
07/22/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
07/20/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Address

480 W. Dussel Drive , Suite 145
Toledo, OH
43537

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14198651244

Website

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