Financial Consultants in Cincinnati

“Chuck Futel Jr. is a friend, and he is also my financial advisor. I am so thankful and bless to have him in my wife and I life. Chuck handles teaching us how to be good money managers. I knew him when I was younger, I was not under his tutelage. I've learned so much from Chuck. I am still being a sponge. I attend his zoom webinars every Thursday. I am really thankful for this brother. His spirit is second to none. Keep working for the people! I know you know that its biblical. I could go on just know LOL.“

“The staff here is absolutely excellent! I called and spoke to a gentleman by the name of Mark and he was very helpful, but went the extra mile with kindness. I can say the exact same for Austin as well! I had an appointment with Austin and he went above and beyond in assisting me. Definitely recommend Charles Schwab and this branch more specifically!!“

“Kathryn is awesome. Going outside of her professional responsibilities to help me set myself up for success with my financial future. I've gained more perspective on financial responsibility in the couple hours I spent with her than all the coaches and financial advisors I have spoken with combined. I will be trusting Kathryn and Merrill lynch with my future investments for the foreseeable future!“