
Wholehan Wealth Advisors, CFP
SerdenID : PRO-20260305-32416
About Company
Wholehan Wealth Advisors is an independent financial planning and wealth-management firm serving Northwest Ohio and Southeast Michigan that provides comprehensive financial planning, investment management, retirement planning, risk management, and specialized services for federal employees, military members, and families with special needs. Wholehan Wealth Advisors acts as an Accredited Investment Fiduciary and focuses on creating individualized plans using tools like eMoney and RiskAlyze to help clients pursue long-term accumulation of wealth, retirement readiness, and legacy planning while offering transparent fee structures and professional guidance. (Source: Contact and Services/Home)
Service Category
Area Served
Contact Info
Address
2720 Centennial Rd #100, Toledo, OH 43617
- Phone Number(419) 517-7575
- Website http://wholehanwealth.com
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