Wholehan Wealth Advisors, CFP

Wholehan Wealth Advisors, CFP is a financial planner in Toledo, Ohio. This family-owned insurance field marketing organization provides a consultative approach to case design, product solutions, underwriting, and suitability guidance to support advisor clients nationwide. The agency serves insurance agents, financial advisors, and registered representatives.

Since 1987, the organization has grown into a well-respected, independently-owned brokerage agency. The team offers specialized brokerage services for life insurance and long-term care, utilizing relationships with more than 80 insurance carriers to assist clients. Their professional staff provides various resources, including sales training, quote requests, and tools for annuity rates and life quotes to help professionals grow their businesses.

The office is located on Centennial Rd, about 1.8 miles from the King Road Branch of the Toledo Public Library. The location is also a short drive from the Mercy Health Sylvania Medical Center and near several local schools, including Dorr Elementary School and Timberstone Junior High School.

The agency is recognized for its deep industry knowledge, attention to detail, and an unparalleled commitment to service and integrity. With decades of experience in the industry, the sales and new business teams provide essential assistance with the application process and the design of complex financial solutions.

Wholehan Wealth Advisors, CFP stands as a highly-rated professional resource for financial professionals seeking expertise and support in Toledo.

Services:

• Agent Training
• Case Design Consultation
• Product Solutions
• Suitability Analysis
• Underwriting Guidance