Ameriprise Financial

Sunshine Financial Group in Toledo, OH is a reputable financial advisory firm offering a wide range of services to individuals and small business owners. Led by Barbara G Malhoit, a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), their team of qualified advisors holds various certifications such as AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, and CFA, ensuring expertise in areas like asset management, estate planning, retirement planning, and investment strategies. With a strong focus on client needs and ethical practices, Sunshine Financial Group provides comprehensive financial advice, utilizing digital tools and collaboration to assist clients in achieving their financial goals and priorities. Their team's extensive knowledge and experience make them a trusted resource for individuals seeking guidance in wealth management, retirement planning, and other financial matters.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Toledo, OH area, William T Wagoner will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.