FinVision Insights

Croak Capital - Toledo, Ohio

Address: 432 N Superior St, Toledo, OH 43604.
Phone: 94647000.
Website: croakcapital.com.
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 43 reviews on Google My Business.
Average opinion: 5/5.

Location of Croak Capital

Croak Capital 432 N Superior St, Toledo, OH 43604

94647000

Croak Capital is a financial planning and consulting firm located at Address: 432 N Superior St, Toledo, OH 43604. The company can be reached at Phone:

Reviews of Croak Capital

Croak Capital - Toledo, Ohio
Mary Davis
5/5

So many good things to say about Croak Asset Management! Tim and his team have done an excellent job guiding me as I save for the future and plan for my retirement. I really appreciate their expertise and support. Their communication is clear and consistent, and they go above and beyond to make sure all of my questions are answered in a timely manner. I also work with Connor on with my annual taxes. He is very knowledgeable and has been a huge help to me. I highly recommend Croak Asset Management!

Croak Capital - Toledo, Ohio
Michael Izsak
5/5

Professional, courteous, knowledgeable, helpful, loyal, trustworthy, and friendly are just a few ways to describe the Croak Asset Management team. I have been working with Jeremy Hartle and he has been such a delight to work with. His expertise and knowledge about finances in helping setup me for future goals and making sure I understand what is going on within the market is first class. Croak Asset Management is the best around.

Croak Capital - Toledo, Ohio
Rex
5/5

The team at Croak Asset Management provides a detailed and personalized financial management experience that I recommend to anyone interested in seeking financial advisement services. Their holistic approach to investment strategy and financial planning gives me full confidence that my financial future is in good hands. I greatly appreciate their interactive team approach, which helped me take charge of my financial well-being knowing support was only a phone call away. I also appreciate CAM’s philanthropic vision, focusing on community engagement and improvement. If you’re like me, financial planning can be a bit daunting, but CAM made the whole process easy and understandable. My account manager, Chad Rutkowski is extremely responsive, knowledgeable, and all around a pleasure to work with.

Croak Capital - Toledo, Ohio
Grant Grisier
5/5

Everyone at CAM is friendly, informative, and helpful. There is a high level of comfort and trust with the entire team. You know that they have your best interest at heart. Definitely recommend working the Croak Asset Management!

Croak Capital - Toledo, Ohio
Jay O'Bryant
5/5

I have been a client of Croak Asset Management for 5+ years. When I started my career in my early twenties, I did not know much about financial planning and investments. The team at CAM was able to provide advice and explain complex market dynamics in an easy-to-understand and straightforward way. When making decisions with your money, you want to work with real people who you can trust. Working with CAM provides you with a team of genuine, trustworthy and competent individuals who care about you and want to help you achieve your financial goals. I would highly recommend Croak Asset Management to family and friends.

Croak Capital - Toledo, Ohio
Ward Ensign
5/5

I highly recommend Croak Asset Management for all your financial planning and investment needs. I have been working with Jim Burnor for almost two years now. He has taught me so much about saving for retirement as well as how this all works. I trust him and everyone in the office to manage my assets and help to multiply them. Their communication, support, and attention to you as a client is top notch. I have several friends and family who have begun working with CAM and they are all very happy as well.

Croak Capital - Toledo, Ohio
Kyle Mauter
5/5

Working with Croak Asset Management has been a phenomenal experience. I fully trust that they make the best decisions for me. They're professional, friendly, and above all trustworthy. They're able to take complex financial decisions and walk you through every step while feeling comfortable that it is the right decision.

Croak Capital - Toledo, Ohio
Kimberlee Kristof
5/5

From the time I walk in until my departure, I feel the essence of first class. The ambiance of the building is rich in quality and reassures me of the professional level of excellence I’m about to receive. Kathleen is very accommodating with a beverage and is sincere with her inquiry as to how my day is going. My account manager, Jim is most noble of character and sets my mind to ease as we proceed with the details of our visit. For the longest time I felt that only the very wealthy qualified for the attention's of a company of this caliber but I have found that the service provided to my husband and I is nothing short of first class for everyone. As a small business owner myself, I am most grateful for the level of integrity CAM always delivers. Thank you for paying attention to the details. It most definitely makes a difference.

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