Financial Advising in Cincinnati, OH
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8 locations found near Cincinnati
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1139 Fehl Lane, Cincinnati OH 45230
“I'm thrilled CRA is my financial planner and they continue to help me navigate my financial journey. They are a down-to-earth, patient and knowledgable team. They strived to understand and optimize my finances which ensured peace of mind.”
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8044 Montgomery Rd, Cincinnati OH 45236
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8075 Reading Road Ste 300HI, Cincinnati OH 45237
“Can you please come up with and bring to the table a credit schedule that can take out money weekly vs bi weekly? If your reading can you please put this in motion or action? If you guys do this I will change from four stars to 5. Thank you!!”
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7835 Kenwood Road, Cincinnati OH 45236
“I am an old grandfather. I recently visited the Kenwood Branch for help in closing out some grandchildren education funds. The customer service rep Gavon Baker gave me 5 star service. This young man was courteous, dealt with investments made a long time ago at TDAmerica. Accounts were closed, & payments transferred to my bank electronically. Charles Schwab is blessed to have GavonBaker..”
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8044 Montgomery Road Ste 640, Cincinnati OH 45236
“Chris Mihin is the best for all your medical insurance needs. A very nice highly professional personable man that put our minds at ease for our medical coverage future.”
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38 Village Square, Cincinnati OH 45246
“I've worked with Mike for nearly a decade and he continues to bring new information and marketplace knowledge to the table. I appreciate his frequent discussions on career/family/retirement goals to ensure that my portfolio is well positioned. Consistently beating market averages certainly helps secure that 5* rating too!”
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Towers Of Kenwood, 8044 Montgomery Road Suite 570, Cincinnati OH 45236
“yesterday I received great help, thank you very much to such a wonderful person, unfortunately I don’t remember the name to thank exactly, a wonderful lady helped me solve my problem and even gave my son a toy, I’m really very grateful!”
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3805 Edwards Road Ste 110, Cincinnati OH 45209
“was having trouble transferring from the previous financial institution. Nicole L. consistently went above and beyond to assist in getting the transfer completed & and she had both pleasant & professional manners throughout the entire proceedings as well.”
