NAVIGATION GUIDE
Blake Sizemore
(419) 599-8010
edwardjones.com/blake-sizemore
113 East Clinton Street
Napoleon, Ohio 43545
Helps those develop strategies to work towards, including special needs financial considerations
Croak Asset Management
(419) 464-7000
camtoledo.com
432 N. Superior Street
Toledo, Ohio 43604
Financial planning, investment planning, education planning, and retirement planning.
Don Ahl
(419) 882-2322
edwardjones.com/don-ahl
578 Main Street
Sylvania, Ohio 43560
Helps clients develop a complete, tailored strategy to help achieve financial groups including special needs planning.
Financial Design Group
(419) 843-4737
fdgonline.com
3230 Central Park West, Suite 100
Toledo, Ohio 43617
Provides comprehensive financial and wealth management services including special needs planning.
Karla Stanton
(419) 794-0550
wiseradvisor.com
1645 Indian Wood Circle, Suite 102
Maumee, Ohio 43537
Goal planning, investment planning, future education planning, and insurance planning
Mass Mutual SpecialCare Program
(419) 893-9759
massmutual.com/lp/specialcare
1760 Manley Road
Maumee, Ohio 43537
Helps educate families and caregivers of people with special needs about the importance of creating a life care plan to help provide a secure financial future. Professionals have a focus on special needs planning and help prepare for the future of the individual with special needs.
Sandra Seiple Financial Services
(419) 385-8292
sandraseiple.com
1715 Indian Wood Circle, Suite 200
Maumee, Ohio 43537
Provides personal services both business and personal clients with a wide selection of investments including special needs planning.
Shawn Burke
(419) 385-8292
advisor.morganstanley.com/shawn.burke
6250 Levis Commons Blvd., Second Floor
Perrysburg, Ohio 43551
Helps individuals achieve fundings for children’s education or health care needs for those with special needs
Skylight Financial Group
(419) 893-9759
skylightfinancialgroup.com/financial-planning/special-needs
1750 Manley Rd.
Maumee, OH 43537
Guides families through understand financial resources that are available and assists in developing a holistic plan for individuals with special needs.
