Are you considering using our services? We make it easy for you to test drive us. There is no cost to meet with us regardless of how often we meet. We won’t be disappointed if you decide not to do business with us.
We are eager to win you over, not just based on service, but based on watching the bottom line. This is where several generations of planning experience will serve you well.
We are not intimidated by other advisers and are happy to work with them or compete with them for your business. In fact, we will happily give you a no obligation second opinion to help you evaluate a new plan or the one you currently have. It keeps everyone on their toes.
In many cases, our established clients initially came to us seeking better performance with money they wanted to have at lower risk. Then, over time they continued to gravitate to us because we competed well based on results.
Healthy competition on results is good for a portfolio. I am a firm believer that before personally using risky investments, I find out first what I can attain with lower risk choices. Without taking that crucial step, I may be assuming unnecessary risk and missing out on the solid returns.
We work well with customers who want to be highly involved in following their money, as well as those customers who want to be sure they have professionals they can trust handling their funds.
We have helped thousands of people handle their pension rollovers from Fortune 500 companies, medium and small businesses including DANA, GM, CHRYSLER, FORD, OWENS ILLINOIS, JEEP, ANDERSONS, as well as PROMEDICA HEALTH SYSTEM, MERCY HEALTH, TOLEDO CLINIC, FLOWER HOSPITAL, ST.LUKES, MERCY ST VINCENTS, and TOLEDO RADIOLOGISTS, NEUROLOGISTS. We also provide 401k plans for various other entities.
With respect to 401ks, 403bs, IRAs, and virtually any other form of tax qualified plan, we can help you roll yours over on a tax preferred basis.
Cap and his staff gave us as much time as it takes to answer all of our questions. We’re not being treated as a number, we’re being treated with respect, and with the utmost dignity.Bryan, OH
Cap is a ‘real’ guy and doesn’t give you a ‘stuffy shirt’ attitude. Easy to talk with.Delta, OH
We are happy clients because they treat us like family and when you have concerns or questions, they address them immediately. Having been with Cap for 21 plus years we have gained significantly. We sleep very well at night.Toledo, OH
Everything is as advertised.Holland, OH
I have had several retirement planners over the years, but I’m happiest with Cap.Toledo, OH
They represent what is best for me and not what is in their best interest.Toledo, OH
With Cap Averill II and Associates, I have always felt that I mattered! Some large companies want to ‘handle your money’ but hardly care about the client.Cincinnati, OH
You are all the most wonderful and helpful people I know. You are the only people I trust with my money. I love you guys.Tallahassee, FL
Cap has been the anchor of WSPD 1370 “Cap Averill II and Associates Inc Financial News, as well as has co anchored the Public Television documentary “Wants and Needs”, Co Hosted with Gordon Ward.
He has been featured as a guest on FOX NEWS, WSPD, WTOL, WTVG, CONKLIN AND COMPANY, as well as has won international awards for his documentaries and independent films at the Hollywood International High Definition Festival, Paramount Studios Hollywood, International Wildlife Film Festival, Montana Cinefest, Ozark Mountain Film Festival, as well as others. He studied at The University of Toledo, The Ohio State University, and University of California Santa Barbara. He is constantly pursuing additional honors and levels of educational achievement in his field.