Wholehan Wealth Advisors

Wholehan Wealth Advisors We help clients with retirement planning, wealth management, and investment management. We help navigate and provide guidance to achieve your financial goals.

We are one of the oldest leading independent financial planning advisors in Northwest Ohio & Southeast Michigan. Wholehan Wealth Advisors is dedicated to providing financial planning and investment management to families and businesses. As an Accredited Investment Fiduciary, it is our goal to act in the best interest of our clients. If you are serious about accumulating wealth and planning for a f

ulfilling retirement, we want to help you make those goals a reality through the combination of our knowledge, advice, and financial education.

Federal Employee, Military or VA? We can help walk you through TSP, LiteBlue & FERS
02/09/2022

Federal Employee, Military or VA? We can help walk you through TSP, LiteBlue & FERS

Have a look at our brochure for more details or visit our website.
02/09/2022

Have a look at our brochure for more details or visit our website.

10/25/2021

We help clients with retirement planning, wealth management, and investment management.

Address

2720 Centennial Road
Toledo, OH

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Website

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