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The Savage Blog
In Employee News, Savage 5k, Savage News, Savage Team, Working at Savage

Savage receives national recognition for giving back

Savage and Associates has been announced as one of only 10 financial advisory firms across the country selected for the Invest in Others 2024 Charitable Champions List.

The list recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial professionals and employees.

Applications were reviewed and evaluated based on criteria that included leadership and culture, events and activities, incentives, contributions, and impact.

“Our growing and enthusiastic team across multiple locations is the reason we’re being recognized,” stated J.R. Toland, president and CEO. “The passion from our 170+ associates is helping shape a brighter future for our communities.”

Savage holds several programs and events each year, including the Savage Foundation Golf Classic, Savage 5K, and many other notable philanthropy endeavors. The Golf Classic alone has raised more than $1.6 million for charities since 2003.

About Invest in Others Charitable Foundation
The Invest in Others 501(c)(3) Charitable Foundation is supported by the financial services industry to amplify the charitable work of financial advisors, employees, and their firms. Invest in Others is a catalyst to channel philanthropy and volunteerism to where it is needed most.
The Invest in Others 2024 Charitable Champions List is an award that recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. The award is evaluated by a panel of financial advisors based on criteria including leadership, culture, events and activities, incentives, contributions and impact. The firm must have been in business for a minimum of one year, have at least three employees, and be a financial advisor or wealth management firm providing direct financial advise to house holds or organizations. Nominees must be in good standing with state and federal regulators. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
The Savage Blog
In Employee News, Savage News, Savage Team, Working at Savage

Savage announces five area students have joined internship program

Savage Building Exterior

Savage and Associates announced the hiring of five college students with northwest Ohio ties to join the advisor internship program this summer.

The program provides formal training, access to mentors, opportunity to acquire professional licenses, and other valuable experiences.

Joining the program are the following students:

  • Blaise Beier – junior from Miami University; finance major; hometown is Toledo, Ohio.
  • Andrew Boros – junior from University of Cincinnati; insurance and risk management major; hometown is Perrysburg, Ohio.
  • Joey Hoppenjans – junior from Ohio State University; finance major; real estate minor; hometown is Sylvania, Ohio.
  • Gabriel Nitschke – junior from University of Cincinnati; finance major; hometown is Toledo, Ohio.
  • Lily Phommalee – junior from Bowling Green State University; finance major; hometown is Pemberville, Ohio.

Along with working to acquire their life and health license, the students will learn some of the basic risk products, meet regularly with industry experts, learn the importance of ensuring clients are well rounded in their portfolio of bank accounts, investments and insurance, as well as progress in several areas to enhance their industry knowledge.

The internship program runs through mid-August.

Students interesting in learning about the advisor internship program should contact Liz Harmon, director of recruiting and practice development, at 419-725-7211 or [email protected].

The Savage Blog
In Employee News, Savage News, Savage Team

Savage names new partner

Jeff Marchal

Savage and Associates announced today the addition of Jeff Marchal, LUTCF®, ChHC®, GBA, an employee benefit consultant, as a partner of the financial, insurance and group benefits services firm.

Marchal has more than 20 years of experience at Savage, assisting business clients in designing, managing, and promoting their employee benefit plans.

“Consistent, reliable, disciplined and organized are just a few qualities that have made Jeff a very respected professional within Savage for more than two decades,” stated J.R. Toland, president and CEO, Savage. “We are excited to have him as a partner as we grow and continue to improve the lives of those we serve.”

Marchal becomes one of 17 financial professionals who are partners of the 67-year-old company. He is a lifelong resident of the Toledo area, where he and his wife, Alison, have three children.

The Savage Blog
In Employee News, Savage News, Savage Team, Working at Savage

Savage named 2024 top workplace

For the eighth consecutive year, Savage and Associates has been named one of the region’s top workplaces by the Toledo Blade. Additionally, Savage received the superior values award. Additionally, J.R. Toland, president and CEO, Savage, received the superior leadership award for the fourth time in eight years.

“Our people help define our culture, and we are fortunate to have an outstanding team that places clients first,” stated Toland. “When we place clients first, good things happen. This has been a hallmark of Savage since the very beginning in 1957. Now, across more than 170 associates and three locations, we’re more driven than ever.”

Being named a top workplace is based on employee feedback gathered through a third-party survey administered by employee engagement technology partner, Energage, LLC. The Blade partnered with Energage to conduct the anonymous survey that uniquely measures 15 drivers of engaged cultures that are critical to the success of any organization, such as alignment, execution, and connection.

Savage has offices in Maumee, Bowling Green, and Findlay, Ohio.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The Savage Blog
In Financial Planning, Insurance, Investments, Retirement Plans

Securing Your Future: The Importance of Life Insurance

Life is a beautiful journey filled with precious moments and cherished memories. However, it is essential to prepare for the unexpected and ensure the well-being of your loved ones even when you are no longer around. That is where life insurance becomes an invaluable tool. Life insurance provides a safety net for your family and offers peace of mind by ensuring their financial security in the event of your untimely demise. In this blog post, we will explore how Savage can help you navigate the world of life insurance, providing comprehensive solutions to protect your family’s financial future.

1. Customized Coverage to Meet Your Needs:
At Savage, we understand that every individual and family has unique requirements. Our team of experienced professionals will work closely with you to assess your specific needs and goals. Whether you are looking for term life insurance to cover a specific period or permanent life insurance that offers lifelong protection, we’ll tailor a policy that aligns with your circumstances, budget, and long-term objectives.

2. Comprehensive Financial Protection:
If you are the primary breadwinner in your family, your sudden absence could leave your dependents in a challenging financial situation. Life insurance can bridge this gap by providing a steady income stream to replace the earnings they relied upon. The death benefit, paid out by the policy, can assist your family in covering funeral expenses, outstanding debts, mortgage payments, and day-to-day living costs. It ensures that your loved ones can maintain their quality of life during a difficult transition.

3. Expert Guidance and Education:
Navigating the world of life insurance can be overwhelming, with various policy options and technical jargon to decipher. Savage takes pride in offering personalized guidance and education throughout the process. Our team will patiently explain the different types of policies, their benefits, and any associated riders or add-ons, empowering you to make informed decisions about your coverage. We believe that by understanding the nuances of life insurance, you can select the most suitable policy for your needs.

4. Flexibility and Adaptability:
Life is dynamic, and your insurance needs may change over time. At Savage we recognize the importance of adaptability. If your circumstances evolve, such as starting a family, purchasing a home, or retiring, we can review your policy and recommend adjustments to ensure your coverage remains relevant. We are committed to building lasting relationships with our clients, providing ongoing support and maintaining open lines of communication to address any changes or concerns.

5. A Partner in Financial Security:
Choosing Savage means partnering with a trusted ally dedicated to your financial security. Our team takes the time to understand your financial goals beyond life insurance, considering your comprehensive financial plan. We can help you explore additional strategies, such as retirement planning, investment options, and wealth preservation, to create a well-rounded approach that safeguards your family’s future and builds a legacy.

Life insurance is an essential component of a comprehensive financial plan, offering peace of mind and protecting your loved ones from unforeseen circumstances. Savage strives to be your trusted partner, guiding you through the intricacies of life insurance and providing tailored solutions that align with your unique needs and aspirations. With our expertise, personalized service, and commitment to your financial security, you can confidently embrace the future, knowing that your loved ones will be protected no matter what lies ahead. Contact a Savage advisor today to embark on your journey toward a secure future.

 

To learn more, check out our Life Insurance page: https://savageandassociates.com/life-insurance/

The Savage Blog
In Employee News, Savage News, Savage Team, Working at Savage

Savage named 2023 top workplace

For the seventh consecutive year, Savage and Associates has been named one of the region’s top workplaces by the Toledo Blade. Additionally, Savage received the superior values award.

“To be a top workplace means you need remarkable people,” stated J.R. Toland, president and CEO, Savage. “Of course, this includes our team of more than 160 associates across four locations – their energy, passion and dedication is contagious. However this also includes our clients – they drive us so fiercely every day to live our mission of serving others.”

Being named a top workplace is based on employee feedback gathered through a third-party survey administered by employee engagement technology partner, Energage, LLC. The Blade partnered with Energage to conduct the anonymous survey that uniquely measures 15 drivers of engaged cultures that are critical to the success of any organization, such as alignment, execution, and connection.

Savage has offices in Maumee, Bowling Green, Findlay and Ottawa, Ohio.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The Savage Blog
In Employee News, Savage Foundation, Savage News, Savage Team, Working at Savage

Savage earns national recognition for philanthropy

Savage and Associates has been named one of only 10 financial advisory firms in the nation selected for the Invest in Others Charitable Champions List.

The list recognizes advisory firms for their exemplary efforts to give back to their communities by promoting a culture of philanthropy and volunteerism amongst employees and financial advisors. Submissions were evaluated blindly by a panel of judges based on criteria including employee benefits, company contributions, and philanthropic events and programs.

“We are deeply honored to continue our founder’s belief toward serving others,” stated J.R. Toland, president and CEO, Savage. “Everything we do is measured by our vision to improve the lives of all we serve.”

Savage holds several programs and events throughout the year, including the Savage Foundation Golf Classic, Savage 5K, and many other notable philanthropy endeavors. The Golf Classic alone has raised more than $1.4 million for charities since 2003.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
The Savage Blog
In Employee News, Savage News, Savage Team, Working at Savage

Five local students join Savage summer internship program

Savage and Associates hired five local college students with northwest Ohio ties to join the advisor internship program this summer.

The program provides formal training, access to mentors, opportunity to acquire professional licenses, and other valuable experiences. Joining the program are the following students:

  • Connor Judy – junior from Bowling Green State University; business major specializing in finance; hometown is Monclova, Ohio (top left).
  • Paul Latz – junior from The University of Toledo; finance and professional sales major; hometown is Perrysburg, Ohio (top middle).
  • Connor McCann – junior from Bowling Green State University; finance and insurance, and risk management dual major; hometown is Sylvania, Ohio (top right).
  • Maher Saleh – junior from The University of Toledo; finance and management, and leadership skills dual major; hometown is Toledo, Ohio (lower left).
  • Caitlin Tudor – junior from The University of Toledo; finance major; hometown is Kenton, Ohio (lower right).

“Savage is fortunate to have such impressive college students join our team this summer,” stated J.R Toland, president and CEO, Savage. “We’re excited to have these five bright, talented individuals grow with us.”

Along with working to acquire their life and health license, the students will learn some of the basic risk products, meet regularly with industry experts, learn the importance of ensuring clients are well rounded in their portfolio of bank accounts, investments and insurance, as well as progress in several areas to enhance their industry knowledge. The internship program runs through mid-August.

Students interesting in learning about the advisor internship program should contact Liz Harmon, director of recruiting and practice development, at 419-725-7211 or [email protected].

The Savage Blog
In Employee News, Savage News, Savage Team, Working at Savage

Savage named 2022 top workplace

For the sixth consecutive year, Savage and Associates has been named one of the region’s top workplaces by the Toledo Blade. Additionally, J.R. Toland, president and CEO, Savage, received the superior leadership award for the third time in six years.

“The credit goes to those with such a strong passion for serving our clients,” stated J.R. Toland, president and CEO, Savage. “We take great pride in living our mission, vision and values, and we are honored to receive this distinction for the sixth time in a row.”

Being named a top workplace is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC. The Blade partnered with Energage to conduct the anonymous survey that uniquely measures 15 drivers of engaged cultures that are critical to the success of any organization, such as alignment, execution, and connection.

Savage has offices in Maumee, Bowling Green, Findlay and Ottawa, Ohio.

The Savage Blog
In Employee News, Savage News, Savage Team

Savage appoints Marianne Peters as COO

Savage and Associates, a financial and insurance services company focused on individuals, families, and businesses, has named Marianne Peters as chief operating officer (COO). As COO, Peters will lead the company’s systems and processes that promote the mission, vision and values, drive efficiency improvements, manage training, and assist with the company’s overall strategy and plan. She previously served as Savage’s director of people and performance, and will continue to report directly to president and chief executive officer, J.R. Toland.

“Marianne is the perfect choice to guide Savage into the future,” Toland stated. “She has made a strong and impressionable impact since joining the company. Well respected and admired for her skills, she has outstanding forward thinking and a unique ability to enhance processes and increase output – all with the goal of improving the experience for the clients we serve.”

Peters has been with the company since 2012.

Prior to joining Savage, she was controller for companies in the Columbus, OH and Columbia MO, regions. She was internal audit project lead for Motorola, and an associate for PricewaterhouseCoopers.

She is a board member for Imagination Station, serves as chair for the Susan G. Komen Northwest Ohio chapter leadership council, and assists with various community projects and events throughout the region.

Originally from Chesterfield, Missouri, Peters has a Bachelor of Science in accounting from Indiana University. She and her husband, Chris, have two children, Sydney and Cole.

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