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  • The Financial Architect

    for your Future

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  • The Financial Architect

    for your Future

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Michael R. Wilcox | Chairman & CEO | Wilcox Financial Ohio

Michael R. Wilcox*

Chairman & CEO
Jarrod F. Hirschfeld | President & Advisor | Wilcox Financial OH

Jarrod F. Hirschfeld*

President & Financial Advisor
Peter J. Winovich | Executive Vice President | Wilcox Financial

Peter J. Winovich* III

Executive Vice President & Financial Advisor
J. Christian Piazza | Financial Advisor | Wilcox Financial Ohio

J. Christian Piazza*

Financial Advisor
Ben Wilcox | Financial Advisor In Ohio | Wilcox Financial

Ben Wilcox*

Financial Advisor
Jason Connell | Investment Specialist | Wilcox Financial  OH

Jason Connell*

Investment Specialist

Clay T. Symington

Internal Financial Advisor

Featured News

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Michael Wilcox | Sep 28, 2023
Categories
Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment. Lately, the chatter about market downturns and fiscal squabbles in Washington has reached a fever pitch. So, let's break it all down for better understanding.

IRS Changes Inheritance Rules: Protecting Your Legacy

Michael Wilcox | Sep 8, 2023
Categories
Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could severely impact families trying to maximize their legacies.

Office

3400 Executive Parkway
Suite 200
Toledo OH 43606

Contact Info

P: 419-537-9407
F: 419-535-6094
E: info@wilcoxfinancial.com

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*Representatives offer products and services using the following business names: Wilcox Financial and Wilcox Sports Management– insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Wilcox Financial and Wilcox Sports Management–  or any other entity mentioned herein. Michael Wilcox, Jarrod Hirschfeld, Peter Winovich, and Benjamin Wilcox may also offer financial planning services through Wilcox Financial. 

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

Please read our regulatory advisory.

Check the background of Ameritas Investment Company, LLC. or this investment professional on FINRA’s BrokerCheck

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