Our Mission 

In 2011, GenoaFinancial was established as a division of GenoaBank. GenoaFinancial focuses primarily on investments, retirement, and financial planning. We’re here to take your financial needs personally. Since then, our mission and dedication to the Northwest Ohio area remains the same: to provide outstanding service while allowing our clients to pursue their financial goals. We make great efforts in serving our community through countless events and volunteer opportunities. We truly pride ourselves in playing our part and getting involved with local organizations, which has been the key in bringing our mission to life.

The GenoaFinancial Difference

At GenoaFinancial we understand our clients. We know what it takes; grit, passion, endurance, and patience to work day in and day out to pursue success. We make sure our clients know that their hard work is and always will be their best investment. Our commitment is to ensure our clients have a financial plan that matches their goals and one that is as dynamic as their lives are. Clients who are fully utilizing our financial services have a reliable partner to help them through every stage in life and can trust us to leverage our extensive knowledge and experience to craft valuable plans and provide sound recommendations. Our competitive advantage rests in our ability to mirror the same great service expected from the small community bank we are partnered with, while simultaneously providing our clients the scale afforded to us by using LPL Financial, a Fortune 500 Company, as our broker-dealer.