Closed today
8840 Cincinnati Dayton Rd, West Chester“When I signed up with Harvest Financial Advisors, I got so much more than I had anticipated. Over the years I have used many different advisors, most recently Edward Jones. All of them helped me invest my savings. Without any extra charges or fee increases Harvest has taken control of my finances. Of course they help me invest. What I did not expect was all of the help setting up a living budget. My advisor kept asking for more and more data, all to my benefit. They invested an enormous amount of time setting up my account. Another firm I considered wanted $2,000.00 up front for this service. I am so happy with my advisor. I will not give a name because they are all excellent. Harvest is a coveted place to work so they will not consider anyone for employment if they have not had multiple years experience.“
Closed today
120 W Kemper Rd, Cincinnati“Great bank/financial institution. Large enough to offer everything you need while maintaining that personable touch/small bank atmosphere ... perfect combination. Their current branch manager is Andrew Stevenson ... exceptional!“
Closed today
9078 Union Centre Blvd #202, West Chester“Mr. Poe currently handles all my investment accounts. I couldn't be happier with his service. He is always will to answer any questions I have and is easy to get a hold of. Highly recommended!“
Closed today
1325 E Kemper Rd Suite 201, Cincinnati“Quentin is great to work with. He has integrity, and is very professional and knowledgeable.
I would highly recommend WealthWise.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
““