Skip to main content

Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies

Select a Language

Share
Business Profile

Financial Planning Consultants

Savage & Associates, Inc.

About

About This Business

Savage and Associates provides financial services, including investment and wealth management, life insurance, and employee benefits. The company assists clients with creating long-term financial plans and risk management strategies.

BBB Accredited Since: 9/13/2007

Years in Business: 69

Products and Services

Casualty Insurance, Employee Wellness Programs, Executive Benefits, HR Consulting Services, Investment Management, Life Insurance, Mortgage Services, Property Insurance, Retirement Plans, Wealth Management

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
5/24/1965
Business Started:
1/1/1957
Business Incorporated:
4/8/1971
Type of Entity:
Corporation
Business Management:
Mr. Russ Karban, Vice President / Investment Advisor
Mr. J.R. Toland, President/CEO
Number of Employees:
101

Additional Contact Information

Principal Contacts
Mr. J.R. Toland, President/CEO
Customer Contacts
Mr. J.R. Toland, President/CEO
Ms. Marianne Peters, COO
Fax numbers
Primary Fax: (419) 475-8240
Additional Phone Numbers
Other Phone: (419) 725-7307

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.