I attended a social event here and gained some insight to the vision and goal of CAM. Not only do they have a philanthropical approach, but their community involvement is clearly evident. When I am ready to look into investing for my financial future, I will highly be considering CAM.
March 2023
Writing as both a client and now a member of the CAM team, I can say that this organization cares genuinely about their clients, their needs and how to best position them to be successful in the next steps in life as well as caring about the community in which we live and serve. The teams wisdom, guidance, expertise, and array of avenues to best connect clients is of the highest quality. In addition, the organization cares about this community, their neighbors and does the very best to be a beacon of light for Toledo. Proud be a client and proud to be a member of the team.
February 2023
Professional, courteous, knowledgeable, helpful, loyal, trustworthy, and friendly are just a few ways to describe the Croak Asset Management team. I have been working with Jeremy Hartle and he has been such a delight to work with. His expertise and knowledge about finances in helping setup me for future goals and making sure I understand what is going on within the market is first class. Croak Asset Management is the best around.
I attended a social event here and gained some insight to the vision and goal of CAM. Not only do they have a philanthropical approach, but their community involvement is clearly evident. When I am ready to look into investing for my financial future, I will highly be considering CAM.
Writing as both a client and now a member of the CAM team, I can say that this organization cares genuinely about their clients, their needs and how to best position them to be successful in the next steps in life as well as caring about the community in which we live and serve. The teams wisdom, guidance, expertise, and array of avenues to best connect clients is of the highest quality. In addition, the organization cares about this community, their neighbors and does the very best to be a beacon of light for Toledo. Proud be a client and proud to be a member of the team.
Professional, courteous, knowledgeable, helpful, loyal, trustworthy, and friendly are just a few ways to describe the Croak Asset Management team. I have been working with Jeremy Hartle and he has been such a delight to work with. His expertise and knowledge about finances in helping setup me for future goals and making sure I understand what is going on within the market is first class. Croak Asset Management is the best around.