Eberly Financial

Eberly Financial Financial Planning, Insurance, and Investments for the working professional and their family.

With a passion for building lifelong relationships, Nate is dedicated to helping bring you financial confidence you can count on for the long run. His top priority is to create financial strategies that are driven by what matters most to you while leveraging his knowledge to help you convert technical concepts into actionable steps toward a secure financial future. As a child, Nate experienced man

y moves throughout the country and overseas due to changes in his parents’ careers and family situation. Throughout this time, he learned critical lessons about the importance of cultivating strong relationships in new situations and empathy in learning of others’ situations and needs. Nate is an Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC®) and a Chartered Retirement Plan Specialist (CRPS®). He prioritizes continued education year-round to elevate the knowledge he brings to clients while addressing their top financial concerns. His broad range of knowledge on financial products and solutions give clients the confidence they require in working with a financial advisor. In his free time, Nate enjoys attending sporting events with his wife, Blair, like the Toledo Mud Hens and Toledo Walleye. Together, they also enjoy walking their dog, Nixie, playing golf, reading, and spending time on the water in the spring and summer. Nate and Blair are active with the Exchange Club of Sylvania and seek to be involved in their local community. Nate is licensed to sell insurance in Ohio, Michigan, Florida, and Maryland. Nate is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Eberly Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Now is the perfect time for a financial checkup to ensure you’re on track for the future. Let’s connect to make sure yo...
01/21/2025

Now is the perfect time for a financial checkup to ensure you’re on track for the future. Let’s connect to make sure your life insurance coverage is keeping up with your life and goals.

Let’s honor the legacy behind MLK Day by building a brighter, more inclusive future for the next generation.
01/20/2025

Let’s honor the legacy behind MLK Day by building a brighter, more inclusive future for the next generation.

01/15/2025

The goal: to protect your savings from taxes, inflation, and market volatility.
A potential solution: Rolling over some of your retirement assets into a fixed annuity. Let’s talk about how.

2/3 of business owners say they will rely on the proceeds from the transition of their business to fund their retirement...
01/13/2025

2/3 of business owners say they will rely on the proceeds from the transition of their business to fund their retirement. Let's talk about your plans.

01/10/2025

Make sure your financial goals are front of mind this year. Let’s talk!

Choosing options that offer different tax advantages can be just as important and beneficial as diversifying your invest...
01/07/2025

Choosing options that offer different tax advantages can be just as important and beneficial as diversifying your investment portfolio. It can mean saving more and reducing income tax liability during retirement. Learn more: https://blog.massmutual.com/post/wholelife-diversify-taxes.

With the holidays behind us, let’s kick off the new year with a review of your short- and long-term financial goals to e...
01/03/2025

With the holidays behind us, let’s kick off the new year with a review of your short- and long-term financial goals to ensure your plans stay on track in 2025 and beyond.

Happy New Year! Best wishes for a prosperous year ahead.
01/01/2025

Happy New Year! Best wishes for a prosperous year ahead.

Address

7150 W Central Avenue, Suite 100
Toledo, OH
43617

Telephone

+14198876258

Website

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