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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.

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].

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.

Savage hires two area graduates

Savage and Associates announced the addition of two associates to the team – both with close ties to northwest Ohio. Lauren Hehl-Myers and Kirby McLoughlin will assist clients with saving, risk management, group health and protecting assets.

“Savage is excited to add new, energetic talent to our company,” said J.R. Toland, president and CEO, Savage and Associates. “We know Lauren and Kirby very well from their experience in our internship program last year, and we’re excited to keep them a part of Savage for years to come.”

Hehl-Myers, a Toledo native, attended Bowling Green State University, where she graduated this year with honors, achieving her bachelor’s degree in business administration with a specialization in finance.

Originally from Monclova Township, McLoughlin graduated from The University of Toledo this spring, completing his bachelor’s degree in business administration as well, majoring in finance.

Hehl-Myers and McLoughlin are neither registered, nor affiliated, with Royal Alliance Associates, Inc.

Savage recognized with community impact award

Savage and Associates has been named the recipient of the Maumee River Award from the Maumee Chamber of Commerce during their 46th annual Hometown Hero awards banquet.

“We are so grateful for this acknowledgment, especially knowing the impressive list of past recipients to receive this prestigious award,” stated J.R. Toland, president and CEO, Savage and Associates. “On behalf of our 130+ associates, we are humbled by this great honor.”

The award is presented to a company or organization that is making a tangible, measurable impact in the Maumee community through activities such as job creation, workforce development, volunteer efforts, board service, philanthropic support, or innovative business models that promote social goals.

Photo: Kristin Meyer (left), executive director, Maumee Chamber of Commerce, presents the nominations and letters of support from various businesses and organizations throughout the Maumee area, to J.R. Toland, president and CEO, Savage.

Savage hires five college students for summer program

Savage and Associates has hired five college students with northwest Ohio roots to join the advisor internship program this summer which provides formal training, access to mentors, opportunity to acquire professional licenses, and other valuable experiences.

Joining the program are the following students:
• Anna Brubaker – student from The University of Toledo, majoring in finance and minoring in professional sales (top left)
• Ryan Christie – student from The University of Toledo, majoring in finance and information systems (top middle)
• Jason Drees – student from The University of Toledo, majoring in finance and professional sales (top right)
• Chandler Fitzgerald – student from Pensacola Christian College, majoring in business management (lower left)
• Shawn Old – student from Ohio University, majoring in international business and business analytics (lower right)

“It is our honor, and long standing tradition at Savage, to work with some of the best and brightest students so they can begin their professional careers immediately after graduation,” stated J.R. Toland, president and CEO, Savage and Associates. “It’s a win-win for everyone involved, and we look forward to seeing them 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, recruitment and practice development manager, Savage and Associates, at 419-725-7211 or [email protected]tes.com.

High five! Savage named a 2021 top workplace for fifth year in a row

Savage has been named one of the region’s top workplaces for the fifth consecutive year by the Toledo Blade.

Additionally, the company received a specialty award for exhibiting superior values.

“Savage is delighted to receive this honor for the fifth year in a row,” stated J.R. Toland, president and CEO, Savage and Associates. “I am so proud of our team of more than 120 associates, across four locations, as they carried on with such dedication and optimism amid the ongoing pandemic. Our continued growth is due to having so many high-caliber, energetic people that simply love serving others.”

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.

“In times of great change, it is more important than ever to maintain a connection among employees,” said Eric Rubino, Energage CEO. “When you give your employees a voice, you come together to navigate challenges and shape your path forward based on real-time insights into what works best for your organization. The Top Workplaces program can be that positive outcome your company can rally around in the coming months to celebrate leadership and the importance of maintaining an employee-focused culture, even during challenging times.”

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

Savage announces hiring of four area college students

Savage and Associates has hired four college students to join the advisor internship program this summer which provides formal training, access to mentors, opportunity to acquire professional licenses, and other valuable experiences.

Joining the program are the following students:

  • Cody Bartels – student from Bowling Green State University, majoring in finance
  • Lauren Hehl-Myers – student from Bowling Green State University, majoring in finance
  • Kirby McLoughlin – student from University of Toledo, majoring in finance
  • Lily Powell – student from University of Toledo, majoring in finance and professional sales

“As a major regional financial services company with more than 120 associates, many of them started at Savage right out of college,” stated J.R. Toland, president and CEO, Savage and Associates. “So we know all too well the importance of growing from within as well as ensuring the talent pool that is cultivated here in our area … stays in our area.”

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 grow 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, practice development and recruitment coordinator, Savage and Associates, at 419-725-7211 or [email protected].

Savage and Associates named a 2020 top workplace

Savage and Associates has been named one of the region’s top workplaces for the fourth consecutive year by the Toledo Blade.

For the second time in four years, Savage was the highest-ranked business on the list of midsize companies in the region (those employing 75-299).

“We are humbled and honored to receive this distinction for the fourth year in a row,” stated J.R. Toland, president and CEO, Savage and Associates. “The award is a direct result of the incredible passion from our advisors and staff.”

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: including alignment, execution, and connection, to name a few.

“For more than a decade, the Top Workplaces award has helped organizations stand out among their competitors to attract talent,” said Eric Rubino, CEO, Energage. “This differentiation is more important than ever in today’s tight labor market. Establishing a continuous conversation with employees so you have a deep understanding of your unique culture is proven to help achieve higher referral rates, lower employee turnover, and double the employee engagement levels. No longer is recognition simply a much-deserved cause for celebration, but it’s fast becoming mission-critical to establish a competitive advantage for recruitment and retention.”

Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client—or a prospective client—will experience a higher level of performance or results. The rankings mentioned on this web page should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client evaluation.

 

Farmers Market Comes to Savage

Savage Farmers Market

When Liz Harmon read an article describing the growing popularity of hosting Farmers Markets at work, she thought her coworkers would love the idea. Liz, Savage’s Practice Development and Recruitment Coordinator, also saw a connection to the company’s longtime commitment to encouraging healthful habits.

“As a company, we try hard to focus on work-life balance and employee wellness, and we had done so long before it became in vogue,” says Liz. “So the idea for a weekly fruit and vegetable stand on the Savage campus was well-received by management.”

For more than 40 years, Savage has made fresh fruit available to associates each workday. Providing easy access to fresh local produce at our office entryway is an extension to that employee benefit.

Supporting our local communities is one of Savage’s core values, so we made certain to partner with a produce vendor with strong area ties.

“So far, it’s been popular with our employees,” reports Liz. “Everyone has been excited to take a quick break and soak up some sunshine while checking out the delicious options available each week.”

The Farmers Market takes place every Thursday afternoon from 3:00-5:00 p.m. in the Savage parking lot throughout the growing season.