Savage and Associates Among Area’s 2019 Top Workplaces

Top Work Places 2019 Logo

For the third consecutive year, The Blade has ranked Savage and Associates among the Top Workplaces in the Toledo region. In 2019, The Blade recognized 45 companies and organizations for the annual honor based on feedback collected from thousands of area employees.

Toledo area public, private, nonprofit, and government organizations that employ 35 or more people are eligible to take part in the Top Workplaces contest. Savage has been recognized in each year it has participated.

“For decades, the employees and the advisors of Savage have known that it’s a great place to work,” says Elizabeth Harmon, the company’s practice development and recruitment director. “Getting this recognition means that the rest of the community knows, too.”

As in past years, The Blade partnered with Energage Media Partnerships to conduct the workplace poll. Workers for nominated employers were invited to complete a 24-question survey about their companies.

“Top Workplaces rewards employers that work hard to build a healthy workplace culture,” says Energage’s director Bob Helbig. “It’s good for morale, and it’s good for business.”

Learn more about what being one of Toledo’s Top Workplaces means to us by watching this video.

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.

Savage Advisor CTA

My Biggest Takeaway from the Government Shutdown

Couple saving money

I felt horrible for the federal employees and their families who experienced severe financial challenges as a result of going without pay for a month. How stressful to be concerned about trying to cover basic needs and not knowing how long it would be until the next paycheck would arrive. I have tremendous empathy for these families. As a financial advisor, my biggest professional takeaway is the need for an increased focus on financial education and wellness in our country.

I grew up fortunate to have been taught the value and importance of saving money for a rainy day and for building long-term financial security. My father repeatedly preached the value of saving money for as long as I can remember. Far back in my early 20s, when my wife and I combined to make very little money, we made sure the bank continued to grow for the “what if” scenario and that retirement was funded for long-term security. I have built a career out of advising people on their finances and investments, and I believe the national experience of the last six weeks screams for a need to prioritize financial health in the U.S.

How do we do this? I believe financial wellness should become a standard employee benefit with employers receiving a tax credit incentive to help with funding this employee benefit. Public and private schools need to have basic financial education for students starting in preschool. Finally, there needs to be public service announcements educating the public on financial wellness.

A financially well person is a better employee and in general a more productive member of society. The government shutdown should be a tipping point for a national conversation and action on financial wellness.

Savage 5K — Run, Walk, Celebrate

Savage 5K Medal

Savage and Associates is proud to sponsor the Savage 5K on Saturday, April 27, 2019, at 9:00 a.m. The event, part of the Mercy Health Glass City Marathon weekend, is open to runners and walkers of all ages and abilities.

Starting and ending on the University of Toledo campus, Savage 5K participants pass such UT landmarks as the Glass Bowl, Student Recreation Center, and Greek Village before crossing the finish line inside the Glass Bowl stadium.

Finishers receive a medal and a commemorative glass mug, and enjoy a post-race party featuring hot food, cold beer, refreshments, massages, and more.

Registration fee is $35 ($40 after March 31). An optional T-shirt is available for $7. Race proceeds help support area nonprofit organizations.

To register for the Savage 5K, click here.

Wellness CTA

Healthcare Questions? We Have the Answers

Open enrollment for the Affordable Care Act is right around the corner. Savage and Associates advisors can answer your healthcare questions.

When

Open Enrollment for 2019 coverage runs between November 1, 2018 and December 15, 2018. You must apply by December 15 to ensure an effective date of January 1, 2019.

How We Can Help

A Savage & Associates advisor can help choose the plan that works best for you and your unique set of financial circumstances.

“While it may be tempting to choose the lowest priced plan, it’s important to consider if you can afford the deductible that comes with it,” says Savage & Associates advisor Dan Finkel.

Before you make a decision, speak with a Savage & Associates Advisor. We will work with you to ensure that you and your family have a plan that makes sense for you.

Talk to a Savage & Associates Advisor today and get covered.

Savage & Associates Among Top Workplaces in 2018

Named #1 Midsize Employer in Northwest Ohio

For the second year in a row, The Blade has ranked Savage & Associates among the Top Workplaces in the Toledo region. And this year, Savage topped the list of midsize companies—those employing 75-299 people. The honors are part of The Blade’s annual Top Workplace survey, which collects feedback from thousands of area employees.

This is the fifth year The Blade has partnered with Energage—a Philadelphia-based employee research and consulting firm—to conduct the workplace survey. Seventy-two Toledo-area companies participated in the competition, each having a requisite 35 or more employees. In all, more than 7,400 respondents scored their employers on factors ranging from leadership to employee engagement.

Savage & Associates has participated in the survey twice, making the Top Workplaces list both times.

“It really is about the culture,” explains J.R. Toland, the company’s president and CEO. “It’s a very positive and supportive work environment.”

In their anonymous survey comments, Savage & Associates employees conveyed similar beliefs about the firm’s culture. Respondents expressed appreciation for leaders who make them feel cared for and valued, and who genuinely model Savage’s vision and values.

“Savage is just different,” says Marianne Peters, director of people and performance. “John Savage, who founded the company with his brother Bob, affected people here in such a positive manner. Twenty-five years after John’s passing, I think everyone wants to keep that culture going for him.”

Preserving John Savage’s legacy culture while also inspiring young employees who never met him presents a bit of a challenge. But throughout the years, says Toland, Savage has never deviated from its basic business philosophy.

“It’s all about relationships and caring about people. That constant will always be there.”

Robert & Susan Savage Receive Outstanding Philanthropist Award

Few individuals impact philanthropic efforts in Northwest Ohio as greatly as Robert and Susan Savage, who work tirelessly to make our community a better place.

In recognition of their generosity, Bob and Sue Savage are 2017 recipients of the Outstanding Philanthropists Award presented by the Northwest Ohio Chapter of the Association of Fundraising Professionals (AFP).

Bob and Sue contribute their time and treasure to countless area organizations, including the University of Toledo, Imagination Station, Toledo Lucas County Public Library, and Toledo-area Christ Child Society—just to name a few.

Bob and Sue will be recognized at AFP’s 30th Annual National Philanthropy Day luncheon on November 9. The event will be held from 11 a.m. to 1:30 p.m. at Premier Banquet Hall in Toledo.

Savage and Associates Celebrates Groundbreaking

Rain can’t stop Savage and Associates’ staff, business associates, and area public officials from kicking off new headquarters construction.

From left to right: Mark Smigelski, Joel Tschantz, J.R. Toland, Russ Karban, Scott Walsh, and Kelly Savage break ground for the new headquarters.

Savage and Associates held a groundbreaking ceremony for its new headquarters on Tuesday, September 19th. Savage advisors, employees, representatives from NAI Harmon Group, local politicians, and the news media gathered on the site of the future headquarters. Government and business leaders spoke about the new building and why Savage and Associates’ continued presence in the community is so important to northwest Ohio.

U.S. Representative Bob Latta joined in to express that having successful businesses like Savage in the area is vital to the continued resurgence of the region. Maumee Mayor Rich Carr added that Savage’s commitment to the community over its 60-year history is what sets the business apart. He noted the Savage Foundation and the more than $1 million it has raised for charity in the community.

Ed Harmon, CEO NAI Harmon Group, spoke about how the partnership between NAI Harmon Group and Savage allowed the project to happen. J.R. Toland, President and CEO of Savage and Associates, wrapped up the festivities by speaking about the success of Savage and how the new building will allow our clients to continue to receive unparalleled service.

The new headquarters will be located between US 23 North and Arrowhead Road, just south of West Dussel Drive. Savage’s 55 advisors and 45 employees are expected to move into the new building in Fall 2018.

Follow along on Facebook and SavageAndAssociates.com for construction updates in the coming months!

What to Teach Your Young Child About Money – Sean Savage

Financial Advisor, Sean Savage offers some great advice to young families on the importance of encouraging your kids to form good habits in regards to savings and investing. Here is his first in a series of articles published S

Parents cannot delegate financial lessons for our children to anyone else. Teach your children the importance of saving and investing for the future before poor habits are formed. I was fortunate to learn from my parents the discipline of saving money at a young age which put me on the path to make financial advising my profession. My wife Carolyn and I have six children ages 2-22. The following are a few simple ways I teach financial responsibility to our three young daughters (age 6, 6, & 9).

  • Lead by Example – If you want your child to be a good saver, be a good saver yourself. Kids will model the behaviors they observe at home. Talk to your children about the importance of saving money for the future. This does not mean saving for a specific purpose, but saving with the idea of accumulating funds to invest.
  • Keep it Simple – The most important financial concept for a child under the age of 10 to learn is the importance of saving money. It’s something you can teach before they learn how to read. As your children earn money through chores, achievement, and gifts, encourage them save in their piggy bank and, ultimately, the real bank. Enthusiastically celebrate their savings success so they feel good about their behavior.
  • Bank Accounts – Each child should have a bank account by the time they are 5 years old. We make a big deal out of organizing their money and taking it to the bank for deposit. About every 2 months, I load the kids in the car for a Saturday morning trip to the bank. Each of them goes to the counter to deposit their money, get an update on their account balance and, of course, pick out a sucker. A small percent of the money is held back and used to pick out a toy as an immediate reward for saving.
  • Drop a Hint about Investing – I introduce simple ideas about investing and why it is important to eventually transition money from the bank to investments. Understanding investing in terms of owning part of a company and getting paid when people buy things from that company is as complex as you should be at this age.

Planting the seeds of financial discipline at a very young age is good parenting. The education must continue as your child becomes older and the message needs to change at each age bracket.

Savage & Associates and the Toledo Zoo Team up for Dart Frog Dash

Savage & Associates joins the team for the Dart Frog Dash 5k Race at the Toledo Zoo


The Dart Frog Dash 5K at the Toledo Zoo is one of Toledo’s favorite annual run. The run/walk begins and ends in the zoo and draws a large crowd each year. This year’s event is being held on May 20, 2017.  Savage & Associates is proud to be a sponsor for this family friendly event. In a recent lunch and learn event, associates learned helpful running techniques to avoid injury from a representative from Dave’s Running. Then spokespersons from the Toledo Zoo gave a presentation explaining how the race is bringing awareness to conservation in the community. By supporting the Toledo Zoo’s Medical Mutual Dart Frog Dash, you are supporting local and global conservation initiatives, including:

• Planting native prairies on 30+ acres throughout the community
• Increasing regional biodiversity while filtering rainwater run off before it enters rivers, streams, and Lake Erie
• Raising and releasing thousands of pollinators
• Partnering with AZA zoos to research and conserve endangered species and their habitats around the world
• Providing educational programming on and off Toledo Zoo grounds

This family-friendly event has something for everyone. For the runner, this is a 5k competitive race on a USTAF certified course but is also open to those who just want to walk the route. There is also a kids Fun Run for children ages 0-12.

Our Savage family will be there in force. Information for sign up can be found here. We invite everyone to register and enjoy your Zoo on race day.

Savage & Associates Named a Top Workplace for 2017


Savage & Associates is proud to be honored by the Toledo Blade as one of the Top Workplaces for 2017 in Toledo. The announcement came at the Toledo Blade Top Workplace Award dinner, at the Toledo Club, on January 26, 2017.  This is the first year Savage & Associates participated in the four years the awards have been given by The Blade. Top companies were determined from employee surveys completed by 5,732 participants. The results were overseen by Philadelphia-based WorkplaceDynamics, an employee research and consulting firm. In addition to winning in the Top Workplace for Mid Size Companies category, CEO, JR Toland was also named the top company leader in all of Northwestern Ohio.

Savage & Associates co-founder, Bob Savage attended the awards event and said, “Most of us have known for a long time this is a great place to work, but it is a very significant honor to have the major local newspaper, make it official.” Our President & CEO, JR Toland commented, “Our deepest appreciation goes out to every Savage associate for voting us a Top Workplace in the Greater Toledo Area. It is all of our advisors and employees that make Savage such a great place to work. We work hard to continue on the principals and culture that we were founded on 60 years ago.”

Font Resize
Contrast