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Summit Reserve Group

18 North St. Clair Suite 2A
Toledo, OH 43604

Phone:

(419) 244-7650

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Financial Advisory Services in Toledo, Ohio

For 25 years, my company, Summit Reserve Group has guided clients toward financial goals that they themselves define.  We've done this by focusing on what's most important to each client, and what they most want to achieve in their lives.

I hope your visit to our website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our website offers a number of resources to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth management.  As you become better informed about your investment opportunities, I anticipate you'll find new value in working with a skilled professional to pursue your financial goals.

Our website is here for YOU.  The information here is intended to help you learn about the fundamentals of financial management and Summit's approach to investing, as well as affording you fast, easy access to market performance data. I encourage you to contact us with any questions you may have; whether you're a longtime client, or just getting started with investing, I'm here to help!

— Bob Best

The world of higher education is constantly evolving. Here are some key updates for 2026.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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This calculator is designed to help you attach a dollar figure to your life’s work.

How much Disability Income Insurance do you need?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck