Macino Financial Service

Our Vision

Macino Financial Services empowers individuals and families to achieve financial stability, security, and independence through tailored financial planning and guidance. We believe in building trusted partnerships to guide you through every life stage, ensuring your financial future is secure.

Who We Are

Founded by David Macino, Macino Financial Services is a team of experienced financial professionals dedicated to serving the diverse financial needs of Toledo, Ohio and surrounding communities. We hold ourselves to the highest ethical standards, prioritizing personalized service and open communication throughout the planning process.

Our Values

• Client-focused: We prioritize understanding your unique financial goals and concerns.
• Integrity: We adhere to the highest ethical standards and transparency in all our dealings.
• Collaboration: We work alongside you, building trust and accountability in our partnership.
• Professionalism: We stay updated with industry knowledge and regulations to offer sophisticated strategies.

Financial Planning & Services

• Comprehensive financial plans tailored to your individual needs and goals
• Goal-setting and budgeting
• Retirement planning and optimization
• Investment and wealth management
• Insurance planning and review
• Estate planning and wealth transfer strategies

Specialized Expertise

• Social Security planning and analysis
• 401(k) rollovers and optimization
• Mortgage protection and insurance
• Charitable planning and philanthropy
• Federal Employee Retirement System (FERS) guidance

Our Approach

We believe financial planning should be a collaborative process. We take the time to understand your unique situation, goals, and anxieties. We then work alongside you to develop a customized plan that aligns with your financial aspirations and risk tolerance. We regularly review and adjust your plan to ensure it remains relevant and effective over time.

Our Commitment

At Macino Financial Services, we are dedicated to providing you with:

• Personalized and attentive service
• Clear and concise communication
• Access to relevant financial resources
• Ongoing support and guidance