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.

CONTACT

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

Our Team

Managing Director, Great Lakes Region / Senior Financial Advisor

Managing Director, LifePlan 20/20®

Client Service Associate

Financial Consultant

Senior Financial Advisor / Chief Investment Officer

 

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

rapplegate@dbroot.com

412-227-2800

Ryan Borucki, CFP®, C(k)P

Financial Consultant

rborucki@dbroot.com

419-574-9342

Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

-

Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

-

Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

  • White LinkedIn Icon
  • White Facebook Icon
  • White Twitter Icon
  • YouTube - White Circle

© 2020 DBR & CO  View Disclosures  Compliance Documents