Rick D. Briner

Financial Advisor- LPL Financial

Our first priority is you.

Founded in 1974, Toledo Financial Group is a small financial services firm committed to helping individual investors nationwide pursue their retirement income and savings goals.

This firm is affiliated with LPL Financial, the largest independent broker-dealer in the United States.* That means, when you choose Toledo Financial Group, you get the personal attention and exceptional service you expect from a small company with the big-business tools, technology, and expertise to help you plan for your future.

We help you stay on course

We start by prioritizing your goals, giving you what you need to make informed decisions, and guiding you through the process of creating a financial plan that considers your current financial situation and vision for the future. We also help allocate your investments aiming to minimize risk and maximize return given your objectives and help get you through the natural cycles of the market, including times of turbulence.

Financial planning has many layers and can be quite complex. That’s why we’re here for you to answer your questions, address your concerns, and help you execute your plan.

Schedule a meeting today to learn more about what we do and how we work and to see if we can help you achieve your goals.

*As reported by Financial Planning magazine, 1996-2025, based on total revenue.