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Wholehan Wealth Advisors, CFPFinancial advisor in Toledo, OH

Wholehan Wealth Advisors, CFP is a financial advisor at 2720 Centennial Rd #100, Toledo, OH 43617, ranked #7 of 72 financial advisors in Toledo and rated 5.0 from 22 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Toledo, OHUpdated 0 paid placements in any rankingHow we rank

Call (419) 517-7575Website ↗

Key facts

Key facts about Wholehan Wealth Advisors, CFP
Address2720 Centennial Rd #100, Toledo, OH 43617Get directions
Phone(419) 517-7575
Websitewholehanwealth.com
HoursMonday to Thursday: 8:30 AM – 5 PM; Friday: 8:30 AM – 4 PM
Google rating5.0 from 22 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Toledo and 5 towns within 25 miles: Sylvania, Maumee, Perrysburg, Oregon and Bowling Green.

Based in Toledo, OHView on map

Opening hours

Opening hours for Wholehan Wealth Advisors, CFP
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Wholehan Wealth Advisors, CFP

How is Wholehan Wealth Advisors, CFP ranked in Toledo?

Wholehan Wealth Advisors, CFP is ranked #7 of 72 financial advisors in Toledo by RFA Score, with 72 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Wholehan Wealth Advisors, CFP’s hours?

Wholehan Wealth Advisors, CFP is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 5 PM; Friday, 8:30 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Wholehan Wealth Advisors, CFP serve?

Serves Toledo and 5 towns within 25 miles: Sylvania, Maumee, Perrysburg, Oregon and Bowling Green. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Wholehan Wealth Advisors, CFP?

Wholehan Wealth Advisors, CFP has a rating of 5.0 from 22 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Wholehan Wealth Advisors, CFP?

Call Wholehan Wealth Advisors, CFP on (419) 517-7575. The business is at 2720 Centennial Rd #100, Toledo, OH 43617. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Wholehan Wealth Advisors, CFP compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Wholehan Wealth Advisors, CFP (this business)—725.0 (22)NoNo
Beacon Associates#5735.0 (75)NoNo6.2 mi
Citizen Advisory Group#6734.9 (99)NoNo10.1 mi
Arc Private Wealth#8725.0 (33)NoNo13.7 mi

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