Toledo Financial Group
@tfginc.com
Serving clients across the country with tailored retirement and financial planning strategies. Your goals deserve more than a one-size-fits-all approach. Click to schedule a complimentary consultation today
Toledo Financial Group's Company Logos
Toledo Financial Group's Brand Colors
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#032F60
Green Vogue
3, 47, 96
212, 94, 19
97, 51, 0, 62
#F5F5F5
Wild Sand
245, 245, 245
0, 0, 96
0, 0, 0, 4
About Toledo Financial Group
Toledo Financial Group, Inc. (TFG), led by Richard D. Briner, provides tailored financial and retirement planning strategies to help clients pursue their individual goals.
Based in Maumee, Ohio, the firm emphasizes that no single approach suits everyone and works with clients at different stages of their journey toward financial independence. Its services address retirement planning, investments, estate planning, insurance, taxes, money management, lifestyle considerations, and saving for college. TFG also helps clients explore topics such as Social Security benefits and building a legacy for future generations.
The firm describes its process as a guided journey, offering tools, experience, and knowledge to help clients make informed plans with greater clarity and confidence. Clients can access a personal online portal featuring LPL account information and other financial accounts, and prospective clients may schedule a complimentary consultation or portfolio review. TFG’s resource library includes articles, videos, and calculators on financial topics.
Securities and advisory services are offered through LPL Financial, subject to applicable registration and licensing requirements
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Finance
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