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Savage and Associates, Inc.

EST. AUM
$2,800,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Toledo
CRD Number
Website savageandassociates.com
Client types

Overview

Savage & Associates, Inc. is a full-service wealth management and financial planning firm headquartered in Toledo, Ohio. Founded in 1957, the firm specializes in providing personalized investment advisory, retirement planning, insurance solutions, and employee benefits services to individuals, families, and businesses. With a mission rooted in integrity, education, and long-term relationships, Savage & Associates supports clients in achieving their financial goals through a values-based approach and a team of experienced professionals. The firm is affiliated with Osaic Wealth, Inc., one of the largest independent broker-dealers in the U.S.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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