Wholehan Wealth Advisors, CFP

Wholehan Wealth Advisors, CFP

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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

Financial Planner

Area Served

Toledo

Contact Info

Address

2720 Centennial Rd #100, Toledo, OH 43617

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