Salem Financial Group

Based in Toledo, Ohio, The Northwestern Mutual Life Insurance Company is a provider of related services in the United States. It offers an array of services, including life insurance, mutual funds, disability and long term care insurance, education funding as well as cash management, among others. The insurance company provides advisory programs and services, such as comprehensive financial and fee-based financial planning, private client services, signature advisory programs and trust services. Its investment products comprise bonds, certificates of deposit, custodial accounts and money market funds, to name a few.

PNC Private Bank offers advice and solutions to help individuals, families and business owners grow and manage their short-term and long-term wealth needs.

Croak Capital is a leading wealth management firm in Toledo, Ohio, offering custom solutions for sophisticated investors. With over 50 years of combined investment experience, the firm specializes in wealth, tax, and risk management services, ensuring a holistic approach to financial planning. Croak Capital emphasizes a boutique client experience, comprehensive tax strategies synchronized with financial goals, and comprehensive risk management including life, disability, and long-term care insurance. The firm prides itself on its community involvement and its commitment to enriching the lives of its clients and the wider community.