Angela Wingerd, Cfp, Chfc Email & Phone Number

Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)Certified Family Business SpecialistCertified in Long Term CareSpecialties: I provide an analysis of your current financial situation and help you:•Identify financial goals and concerns•Illustrate what is being done to reach your goals and deal with concerns•Identify gaps, if present, and offer solutions to fill them.7150 W Central Ave Toledo, OH 43617. (419) 887-6311

Listed skills include Insurance, Disability Insurance, Long Term Care, Portfolio Management, and 11 others.

• 

  Financial Advisor

  Skylight Financial Group

  Jun 1985 - Present - Maumee, Oh 43537

  I offer a broad portfolio of individual (life, disability income, long-term care) insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. Preparing for that next step in life isn't easy. My combination of experiences, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Contact me to discuss your financial future.I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Servcies, LLC, member SIPC (www.sipc.org). Supervisory address: 7150 W Central Ave Toledo, OH 43617. (419) 887-6311. (419) 893-9759.I am licensed to sell insurance in AZ, CT, FL, IL, KY, MA,MD, MI, OH, PA, WI. I am licensed to sell securities in AZ, CA, FL, ID, IL, IN, MD, MI, NC, OH, PA, SC, WA, WI. I cannot communicate with, nor respond it, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business.