Financial planning options to leverage maximum results for your growth are what we're all about at DBR & Co. We are your trusted financial planners in Toledo, OH, dedicated to seeing you achieve unprecedented success. Whether you're looking to build some wealth or provide for secure retirement plans, we have you covered with our variety of professional services.
We're proud to have become one of the area's largest independent advisory firm operating as a personal fiduciary for each client. We'll utilize our years of experience and an extremely high level of skills to align your goals and financial profile with a financial advisor and an investment committee in developing your ideal portfolio.
We see to it that each of our clients is a personal connection - not just a number. You'll get nothing short of an expert level of service from our dependable staff who is highly skilled in serving our variety of clientele with different needs. While many firms make investment management their primary focus, DBR & Co looks at one’s entire picture—combining comprehensive financial planning with a disciplined asset management process.
Our Services Include:
- Retirement planning
- Estate planning
- Strategic AIM asset management
Our primary focus is always on our clients' big picture. We offer customized levels of service based on your current financial standing, which will best serve you in contrast to a one-size-fits-all approach. Since 1994, our expert advice and guidance have helped hundreds of clients achieve peace of mind in knowing their future is in good hands.