Helping provide world-class financial services for our clients’ needs

Toledo Area Associates

Helping provide world-class financial services for our clients’ needs

Team Intro

Helping provide world-class financial services for our clients’ needs

Our story

Our story We are committed to being a leader in the industry by providing competent, confident, caring and faith-based financial professionals who will strive to exceed clients’ expectations.

How we work with you

We are faith-oriented and treat everyone with dignity and respect. Our goal is to create an environment where people choose to work and have joy in their job. We embrace integrity and trust in each other, and this helps us be effective and achieve consensus in making important decisions for our team and our clients.

We invest our time in learning more about you and your loved ones. Our financial expertise and comprehensive advice help you see where you stand today, tomorrow and beyond.

Office information

A photo of our office

Operating Hours:

Monday–Friday, 9 a.m. to 5 p.m.

A photo of our office

Operating Hours:

Monday–Friday, 9 a.m. to 5 p.m.

A photo of our office

Operating Hours:

Monday–Friday, 9 a.m. to 5 p.m.

Our solutions

Preparing for retirement

Preparing for retirement

Whether retirement is far off or fast approaching, now’s the time to plan.

Dedicated planning services

Dedicated planning services

Comprehensive advice and financial strategies that are in your best interest.

Advice services

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

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Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Thrivent membership benefits

Strong and stable

We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 100 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2 million clients, as well as the communities in which they live and work.