Bob Heisler, Financial Advisor located in Toledo, OH

Financial Advisor
Bob Heisler

AAMS®
7255 Crossleigh Court, Suite 101, Toledo, OH 43617opens in a new window
Client by Referral
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

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

Team Members

  • Jan Bertz
    Registered Branch Associate
  • Cheri Wagner
    Sr. Branch Office Administrator

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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

Additional Hours

  • Web Conferencing

Phone

(419) 841-1700

Fax

(888) 426-2587

Office Address

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

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