“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...“
“Jared has been a wealth of information and is kind and compassionate with his approach. Financial planning feels like a foreign language to me and Jared quickly and thoroughly answers all of my questions, most of the time within the same business day- even when I ask the same question twice. I truly appreciate the team approach the firm has, which further solidifies my trust in their guidance. Highly recommend!“
12:30 - 5:30PM
9435 Waterstone Blvd Suite 140-121, Cincinnati
Financial Planners
“My partner and I experienced Mike as knowledgeable, professional, supportive and accessible.Mike has a deeply caring professional manner who keeps things simple. We find Mike trustworthy and easy to work with. We have been enriched by Mike, financially and personally.“
8:30AM - 5PM
5931 Beacraft Ave, Cincinnati
Financial Planners
“Solid tax and financial advice with a friendly, personal attitude. Clare is a strong advocate for local businesses and institutions, and she is a great supporter of neighborhood activities. Client relationships often become friendships as everyone crosses paths around town.“
“We had our retirement accounts with another company, and never really thought about them. Then we had kids and wanted to start accounts to help with their future education costs. The options were a bit confusing, and a co-worker suggested that I speak with his "guy". They ran through all the options with us and really made the options much clearer. We set up the accounts for all the kids on the spot. The experience has been so good, that we moved our retirements accounts over to CRA as well. We couldn't be happier. Thanks for all of your help with our education and retirement planning!“
“Lauren and her advice and listening ear have been a huge gift to me and my family this year! She is a no judgement advisor and truly wants the best for us. Can’t thank her enough!“
“Highly trustworthy, open and friendly. I've personally experienced great positioning and growth. It's quickly obvious how good they are at investment management“
“Adam Morton with Fort Washington is a true professional and understands customer service in a time when these traits seem to be lost. Adam and his team, including Stefanie Burkert, have gone above and beyond to make my transition to their firm an easy and stress-free experience. Highly recommend. In fact, a family member has transferred his portfolio to Fort Washington as a result of Adam's great care.“
“Horan has always been a pleasure to do business with.My advisor takes all the time I want to make sure my accounts reflect my goals.“
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Financial Planners
“WealthWise Financial Group has been a tremendous help as I have planned for retirement. Quentin Davis is knowledgeable, personable, available, and eager to help with financial guidance. I highly recommend this organization.“