Nate Eberly AAMS® CRPC® CRPS®
Financial Planner
7150 W. Central Ave., Suite 100
Toledo, OH 43617
Preparing for your next steps in life isn’t easy and the amount of information available online and beyond can be overwhelming as you begin to plan. You need a guide, you need a strategy, and you need a plan, and Nate with Eberly Financial seeks to be that resource for you.
With a passion for building lifelong relationships, Nate is dedicated to helping bring you financial confidence you can count on for the long run. His top priority is to create financial strategies that are driven by what matters most to you while leveraging his knowledge to help you convert technical concepts into actionable steps toward a secure financial future.
As a child, Nate experienced many moves throughout the country and overseas due to changes in his parents’ careers and family situation. Throughout this time, he learned critical lessons about the importance of cultivating strong relationships in new situations and empathy in learning of others’ situations and needs.
Nate holds the Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Retirement Plan Specialist (CRPS®) designations. He prioritizes continued education year-round to elevate the knowledge he brings to clients while addressing their top financial concerns. His broad range of knowledge on financial products and services can give clients the confidence they require in working with a financial advisor.
With his knowledge and background, Nate is prepared to assist clients with their financial plans and help them meet their individualized goals. He can assist you:
- Define your personal financial goals.
- Analyze your financial position and outlook aligned with your goals.
- Develop sound financial strategies that can help you achieve those goals.
- Suggest suitable products and services based on your own temperament and tolerance for risk and your timeframe.
- Implement recommended strategies with products and services to help meet your needs.
In his free time, Nate enjoys attending sporting events with his wife, Blair, like the Toledo Mud Hens and Toledo Walleye. Together, they also enjoy walking their dog, Nixie, playing golf, reading, and spending time on the water in the spring and summer. Nate and Blair are active with the Exchange Club of Sylvania and seek to be involved in their local community.
Nathan Eberly is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC.Member SIPC OSJ: 7150 W. Central Avenue, Suite 100, Toledo, OH 43617. 419.893.9759.
