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3950 Sunforest Ct
Ste 200
Toledo, OH 43623-4522
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Office: 419-473-2270
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Bruce Klinger, CLU®, ChFC®, MBA

Take the first step

Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

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Client Center

When you became our client, you made a financial commitment to your future and placed your trust in us to help make your goals a reality. We honor that trust with a strong commitment to customer service.