Sunshine Financial Group in Toledo, OH is a reputable financial advisory firm offering a wide range of services to individuals and small business owners. Led by Barbara G Malhoit, a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), their team of qualified advisors holds various certifications such as AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, and CFA, ensuring expertise in areas like asset management, estate planning, retirement planning, and investment strategies.
With a strong focus on client needs and ethical practices, Sunshine Financial Group provides comprehensive financial advice, utilizing digital tools and collaboration to assist clients in achieving their financial goals and priorities. Their team's extensive knowledge and experience make them a trusted resource for individuals seeking guidance in wealth management, retirement planning, and other financial matters.
Generated from the website