Strategic financial planning and investment management for discerning individuals and families in Toledo and Northwest Ohio.
Tailored strategies designed to protect, grow, and transfer your wealth across every stage of life.
Customized portfolio strategies aligned with your risk tolerance, time horizon, and financial objectives.
Build a sustainable retirement income strategy that preserves your lifestyle and provides peace of mind.
Protect your assets and family with comprehensive insurance and estate planning solutions.
Ensure your legacy is preserved and transferred efficiently to the next generation.
Minimize your tax burden through strategic planning and coordinated financial approaches.
Empower yourself with the knowledge to make confident financial decisions for your future.
Toledo
Since 2005
At Pettaway Financial, we believe that true wealth goes beyond numbers—it's about security, freedom, and the ability to focus on what matters most to you and your family.
Located in the heart of Toledo, we serve individuals and families throughout Northwest Ohio with a commitment to fiduciary responsibility. Every strategy we develop is tailored to your unique circumstances, goals, and values.
Client-First
Your goals drive our advice
Local Focus
Serving our community
We learn about your financial situation, goals, and concerns in a complimentary consultation.
We develop a comprehensive, customized plan tailored to your unique needs and objectives.
We execute your plan with precision, coordinating with your other advisors as needed.
We continuously review and adjust your strategy to keep you on track for success.
Schedule a complimentary consultation to discuss your financial goals and see how we can help.
Office Address
3132 W Sylvania Ave
Toledo, OH 43613-4133
Phone
(141) 946-6487Thank you! We'll be in touch within 24 hours.
