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Croak Capital

Financial Planner

Hours

Monday9:00 am - 5:00 pm
Tuesday9:00 am - 5:00 pm
Wednesday9:00 am - 5:00 pm
Thursday9:00 am - 5:00 pm
Friday9:00 am - 5:00 pm
SaturdayClosed
SundayClosed

From Google, checked May 2026

Google Reviews

5.0 (43) Google Reviews

Ratings as of May 2026.

See this business on Google

Google Reviews

5 out of 5 Jonathan D.

I was able to attend a special event at CAM. The associates were very welcoming and I appreciated learning about their values for our local community.

5 out of 5 Billy M.

Great community minded organization, with scalable solutions for helping guide clients at different stages in life reach their financial goals.

5 out of 5 Zachary S.

I attended a social event here and gained some insight to the vision and goal of CAM. Not only do they have a philanthropical approach, but their community involvement is clearly evident. When I am ready to look into investing for my financial future, I will highly be considering CAM.

How does the business describe itself?

Croak Capital is a leading wealth management firm in Toledo, Ohio, offering custom solutions for sophisticated investors. With over 50 years of combined investment experience, the firm specializes in wealth, tax, and risk management services, ensuring a holistic approach to financial planning. Croak Capital emphasizes a boutique client experience, comprehensive tax strategies synchronized with financial goals, and comprehensive risk management including life, disability, and long-term care insurance. The firm prides itself on its community involvement and its commitment to enriching the lives of its clients and the wider community.

Taken from its Google listing, read Oct 2026.

What does its Google listing mention?

  • Wheelchair accessible entrance
  • Wheelchair accessible parking
  • Wheelchair accessible restroom
  • Wheelchair accessible seating
  • Restroom
  • Gender-neutral restroom
  • LGBTQ+ friendly
  • On-site parking
  • Paid parking garage
  • Free parking lot
  • Paid street parking
  • Appointment recommended

Taken from its Google listing, read Oct 2026.