Savage and Associates

About Savage and Associates

Savage and Associates’ mission is to serve our clients financial services and insurance needs beyond their expectations.
•We do this by taking our clients’ perspective, listening carefully to their needs and concerns.
•We help them identify their financial goals, and then we provide sound advice and realistic solutions to their financial problems.
•We also help our clients improve business performance, reduce taxation, increase wealth, and transfer wealth to future generations.

Integrity, respect for our clients and our commitment to serve are the hallmarks of business at Savage and Associates.


Risk Management Intern

January 2020 - June 2020 Maumee, OH
“Savage offered me an opportunity to be working in an environment where I would be making a drastic change in the future of advising. My project was to implement a CRM system within the firm so that advisors and their assistants would be well organized with their clients and notes. Savage helped me learn so much about myself and my personal needs by providing a healthy, upbeat, and happy environment where stress is something that isnt even heard of. Being in such a great place has helped me love going into the office and learn something new about the personal finance industry. ”

Marketing Intern

May 2018 Toledo, OH
“How knowledgeable my mentor was on her skillset so that I too can walk away from this position feeling confident in my Marketing skills. ”
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