portrait of Bob Heisler
FINANCIAL ADVISOR

Bob Heisler

AAMS™
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate & Legacy Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Wine Collecting/Enthusiast
  • Real Estate
  • Sports Enthusiast

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Fax

(888) 426-2587

Branch Team

  • Jan Bertz
    Registered Branch Associate
  • Mary Pat Weston
    Sr. Branch Office Administrator

Office Address

7255 Crossleigh Court
Suite 101
Toledo, OH 43617opens in a new window

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