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portrait of Aaron M Stark
FINANCIAL ADVISOR

Aaron M Stark

CFP®, CPWA®, CEPA®, AAMS™, CRPS™
2262 Centennial Rd, Toledo, OH 43617opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Aaron

Who we serve:
We help a select group of families manage their financial assets so they can focus on areas of their life that give them joy, meaning and purpose. Our practice includes corporate executives, entrepreneurs, business professionals and pre/post-retirees who have accumulated assets yet need a hand creating a long-term strategy designed to help them achieve a comfortable retirement, approach a major life transition with confidence or leave a lasting legacy to serve future generations.

What we provide:
a. Solutions-focused advice
b. Personalized comprehensive financial strategies
c. A process to help build, organize, protect and transfer your wealth

What we look for in our...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving

Work History

  • Edward JonesSeptember 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • University of ToledoBachelors

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Football
  • Golfing
  • Home Improvement

Team Members

  • Angela Laurello
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(419) 517-7788

Fax

(855) 599-9086

Office Address

2262 Centennial Rd
Toledo, OH 43617opens in a new window

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