As proud Toledo residents and The University of Toledo graduates, we’ve both worked hard to make this city and its residents personally and financially successful. From the beginning, we’ve focused on creating a company with a strong moral center, choosing to build stable portfolios and make financially sound investments that would help yield results for our Croak Asset Management clients year after year.
Financial planning shouldn’t be about how much money you have in the bank or the value of your assets in your portfolio. It should be about doing the right thing for the people you care about most — creating a stable financial future for you and your family. No matter how much you have invested, or even if you haven’t yet begun, Croak Asset Management can help you establish a financial strategy.
We will always be honest and dependable
We will always be available to discuss concerns or questions
We will provide you with timely and accurate information
We will monitor your accounts to help ensure objectives are being met
Their goal has always been to provide a fully independent, client-friendly financial services firm that goes beyond financial planning. By putting your interests over those of investment and insurance companies, we provide a level of service that is tailored to your specific needs and financial situation.