About Parlan Financial Corporation
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Based in Toledo, Ohio, Parlan Financial Corporation is a leading provider of fee-only investment management.
Our focus is on unbiased, objective and effective investment advisory services. As a fiduciary, we are required by law to put the interests of our clients first. It is a requirement we are proud to meet.
In 1988, Helyn Bolanis founded Parlan Financial with the goal of providing reasonably priced, fee-only financial planning and investment management. With the growth and success of our proprietary portfolio management approaches, our focus has narrowed to providing primarily investment management sevices on a fee-only basis. At the same time, our extensive background in financial planning helps us better understand the needs of clients and how investment management fits their financial plans and shapes their futures.
Because investment management can help people at all income levels, Parlan believes that those services should be widely available. Over the years, that simple philosophy has helped Parlan build an investment practice that works with clients around the world.
Parlan Purposes and Values Parlan Perspectives
Parlan's Commitment to Our Clients
- Parlan Financial Corporation is...
- the choice of individuals, corporations, and institutions for objective and comprehensive investment management services. Individuals who use our services are serious about making wise, considered financial decisions. They want assurance that the source of their investment advice is completely unbiased.
- Setting Ourselves Apart
- At Parlan Financial, we believe that the only way to insure unbiased advice is to completely eliminate any chance of being swayed by commissions offered by vendors of products. We combine that objectivity with a passion for getting to know your needs so all of our recommendations are focused on helping you meet your financial goals.