Financial Consultants in Cincinnati

“Tori Very helpful and patient with all my questions and needs. Will refer her to all my family“

“Adam has been great with and for us and our money! He is a gem of a human. He's a great listener and very kind and understanding. He heard what was important to us and made a plan that put us at ease. Adam is a great financial planner and I would recommend him to friends and family. Give him a call!“

“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!“

“They have been caring for us for 15 years. Excellent services. Very helpful with everything.“

“I highly recommend Jeremiah Schalk with WealthWave. Jeremiah is my retirement plan advisor, and I’ve really appreciated the way he explains financial concepts in a practical, easy-to-understand way.

We also network together, and he’s a genuinely good guy who wants to help people learn how to make their money work better for them. His background as a former auto repair shop owner gives him a down-to-earth, real-world approach that makes conversations feel approachable instead of overwhelming.

If you’re looking for someone to help you better understand retirement planning, financial education, and your financial future, Jeremiah is a great person to talk with.“