Croak Asset Management N Superior St, Toledo

Croak Asset Management Reviews

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  Michael Izsak
  5

  Professional, courteous, knowledgeable, helpful, loyal, trustworthy, and friendly are just a few ways to describe the Croak Asset Management team. I have been working with Jeremy Hartle and he has been such a delight to work with. His expertise and knowledge about finances in helping setup me for future goals and making sure I understand what is going on within the market is first class. Croak Asset Management is the best around.

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  Rex
  5

  The team at Croak Asset Management provides a detailed and personalized financial management experience that I recommend to anyone interested in seeking financial advisement services. Their holistic approach to investment strategy and financial planning gives me full confidence that my financial future is in good hands. I greatly appreciate their interactive team approach, which helped me take charge of my financial well-being knowing support was only a phone call away. I also appreciate CAM’s philanthropic vision, focusing on community engagement and improvement. If you’re like me, financial planning can be a bit daunting, but CAM made the whole process easy and understandable. My account manager, Chad Rutkowski is extremely responsive, knowledgeable, and all around a pleasure to work with.

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  Kyle Baker
  5

  CAM has done an amazing job satisfying all of my financial needs. My account manager Conner Hutchison has helped me step through many different financial problems, always with a great attitude and knowledgeable advice to help me make the best decisions with my money. He also runs the tax services which helped me get hundreds back on returns. If you need a financial advisor, I strongly recommend Conner and the CAM Team!

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  Kimberlee Kristof
  5

  From the time I walk in until my departure, I feel the essence of first class. The ambiance of the building is rich in quality and reassures me of the professional level of excellence I’m about to receive. Kathleen is very accommodating with a beverage and is sincere with her inquiry as to how my day is going. My account manager, Jim is most noble of character and sets my mind to ease as we proceed with the details of our visit. For the longest time I felt that only the very wealthy qualified for the attention's of a company of this caliber but I have found that the service provided to my husband and I is nothing short of first class for everyone. As a small business owner myself, I am most grateful for the level of integrity CAM always delivers. Thank you for paying attention to the details. It most definitely makes a difference.

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  Steve Schankin
  5

  When I came into contact with Croak, I was relatively clueless about where to go with my finances. Connor Hutchinson has been an absolute pleasure to work with. He has taken me from understanding nothing, to growing my accounts and investing for the future, all while making it easy to understand. Connor, and the rest of Croak, have their clients best interest in mind. They are as transparent as they can be, very open about what your money is doing, and are willing to answer any questions that you may have. I feel extremely confident with where I am putting my finances, and I have never felt more secure about my future. I strongly recommend making an appointment to visit Connor or any of the other advisors at Croak. They will be able to help and point you in the right direction to get you started towards a financially stable future.

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  Jay O'Bryant
  5

  I have been a client of Croak Asset Management for 5+ years. When I started my career in my early twenties, I did not know much about financial planning and investments. The team at CAM was able to provide advice and explain complex market dynamics in an easy-to-understand and straightforward way. When making decisions with your money, you want to work with real people who you can trust. Working with CAM provides you with a team of genuine, trustworthy and competent individuals who care about you and want to help you achieve your financial goals. I would highly recommend Croak Asset Management to family and friends.

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  Ward Ensign
  5

  I highly recommend Croak Asset Management for all your financial planning and investment needs. I have been working with Jim Burnor for almost two years now. He has taught me so much about saving for retirement as well as how this all works. I trust him and everyone in the office to manage my assets and help to multiply them. Their communication, support, and attention to you as a client is top notch. I have several friends and family who have begun working with CAM and they are all very happy as well.

  Response from the owner

  Ward, Thank you for the glowing review. We strive to delight our clients with every experience. Thank you!

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  Mitchell Zimmerman
  5

  When you invest with Croak you feel like you are part of the family and not just a client. CAM is always looking ahead and finding ways to engage with the community. If you’re looking to plan for your financial future and make a good friend, I would recommend Nick Norvell any day of the week!

• Z

  Zack Hartle
  5

  I have worked with Jeremy at CAM and I am very pleased with the level of Support from him and the team! Not only is Jeremy very knowledgeable on all things finance but he took the time to help me and my family understand our best avenue for what we want to accomplish financially in our lives. If you are in need of a advisor please go see Jeremy and the team today. Thank you for all you do to help my family and our needs!

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  Heather Foor
  5

  Highly recommend Jim Burnor! He helped us put a retirement plan together AND pay for our children's college. If we are ever looking to invest a little more , he always has great recommendations. Love the transparency on all of our accounts and I can always go into my personal dashboard and see how our investments are performing.