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Closed today
632 Buttermilk Pike, Crescent SpringsClosed today
73 Cavalier Blvd STE 209, Florence“Shepherd Wealth has provided the best performance of any asset management firm I have worked with. As important or more is level of service and accessability to all members of this close knit management team. Do yourself a favor and give them a call.“
Closed today
50 E Rivercenter Blvd #1225, Covington“Always focused on the client's needs. Explains concepts in an understandable way. All team members rock!“
Closed today
419 Plum St, Cincinnati“Matthew O’Bryan has been a tremendous help over the past few years helping me get my finances together, budget, and plan for the future. He breaks things into comprehensible and digestible chunks that makes approaching your finances so much easier. Highly recommend.“
Closed today
211 Grandview Dr # 235, Fort Mitchell“My personal experience with Bill has been fantastic, for years now. He’s extremely knowledgeable, personable, kind, helpful, and flat out cares about his clients. I’d recommend him to anyone.“
“Great experience--conversations are always personable. They are very goal-focused in their wealth planning, which in my opinion, is the best way to do it. Thank you for your great work!“
Closed today
810 Wright's Summit Pkwy #100, Fort Wright“Kelly Owens has helped my family secure our Financial Future. We are so grateful that we have found her. She is responsive, kind, and most importantly, does what is in your best interest. I would recommend her to anyone who needs professional guidance with their assets. Five stars are not enough to give her!“
Closed today
1032 Madison Ave Suite 10005, Covington“I have been working with Darren for about a year now. He is very knowledgeable and takes the time to explain everything in a clear and understandable way.“
Closed today
6116 Harrison Ave, Cincinnati“We have been there probably more than 25 years. They have continued to give us the best help, protection, in all areas...they have a great team. Office, phone, email - available...“
Closed today
117 E 4th St, Covington“I have worked with Legacy Financial for many years and have had such a great experience I decided to share. I tried my hand in the stock market years ago before meeting Legacy, and did not fare very well. Since then, I have put my complete trust in the Legacy Team and the returns have been fantastic and consistently above market averages. My retirement goals are now within sight. In addition to help with my portfolio the Legacy Team suggested and guided me through the process of getting my legal documents in order (Will, Living Will, Power of Attorney, and Trust). All are now stored electronically by Legacy and my family knows where to go in the event something happens to me. I give Legacy Financial Advisors, my highest recommendation.“
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