Toledo Wealth Management
As one of the Great Lakes Region's largest independent advisory firms operating as a fiduciary for our clients, DBR & CO’s
Toledo team is ready to serve you.
Our financial advisors have the experience, training and certifications necessary to assist you with all aspects of your financial life from personal wealth management services to your company retirement plan.
811 Madison Ave, 7th Floor
Toledo, OH 43604
Toll Free: 888.227.0913
Let us know how we can help!
Learn more about DBR Fiduciary Plan Solutions
For more information or to set up a free consultation on your company's qualified retirement plan, contact:
Richard R. Applegate, CFP®, AIFA®, CPFA, ChFC®, CLU®
Senior Financial Advisor
Ryan Borucki, CFP®, C(k)P