Services

Whether you’re an individual with comprehensive financial planning needs, concerned about retirement planning, or a business person responsible for your company’s human resources, Parlan can help. We provide services in the areas of Financial Planning, Investment Management, and Corporate Seminars.

Parlan Financial Planning can offer you a comprehensive package of services for lifetime planning or more specific services focused on a particular need such as retirement planning.

Investment Management is a service that provides for the continuous supervision of all of your assets.

And if you are responsible for your company’s human resources needs, Parlan can offer support with Corporate Seminars. Designed to guide separating employees and retirees through the difficult decision-making process surrounding their financial future, Parlan will answer the complicated questions and help you maneuver through the thicket of governmental regulations.

 


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5942 Renaissance Place, Suite C, Toledo, OH 43623
(419) 885-1130 | (800) 537-1103 | Fax (419) 885-1131
Email contactus@parlan.com

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