Financial Planner
| Monday | 9:00 am - 5:00 pm |
|---|---|
| Tuesday | 9:00 am - 5:00 pm |
| Wednesday | 9:00 am - 5:00 pm |
| Thursday | 9:00 am - 5:00 pm |
| Friday | 9:00 am - 5:00 pm |
| Saturday | Closed |
| Sunday | Closed |
From Google, checked May 2026.
Croak Capital is a leading wealth management firm in Toledo, Ohio, offering custom solutions for sophisticated investors. With over 50 years of combined investment experience, the firm specializes in wealth, tax, and risk management services, ensuring a holistic approach to financial planning. Croak Capital emphasizes a boutique client experience, comprehensive tax strategies synchronized with financial goals, and comprehensive risk management including life, disability, and long-term care insurance. The firm prides itself on its community involvement and its commitment to enriching the lives of its clients and the wider community.
From the business's Google listing, checked Oct 2026.
From the business's Google listing, checked Oct 2026.
I was able to attend a special event at CAM. The associates were very welcoming and I appreciated learning about their values for our local community.
Great community minded organization, with scalable solutions for helping guide clients at different stages in life reach their financial goals.
I attended a social event here and gained some insight to the vision and goal of CAM. Not only do they have a philanthropical approach, but their community involvement is clearly evident. When I am ready to look into investing for my financial future, I will highly be considering CAM.
These quotes come from Google Reviews and belong to their authors. They can be out of date. Ask for a correction or removal.