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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.

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].

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.

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.

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 Osaic Wealth, 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].

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