“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.“
“I am a new client at Harvest Financial Advisors. The experience has been nothing short of amazing so far. They have spent an enormous amount of time getting my account up and running customized to my profile as an investor. They had me clearly state my risk tolerance so that everything in my portfolio would be in alignment. I am certain that I have found my “retirement home”. My primary advisor will be Joy, so appropriate as my entire experience has been a joy.“
“Steven's Investment Group is a great and friendly place. The front desk staff is friendly and professional. Ben is also professional. Thank you for your time, assistance, being friendly and professional.“
12:30 - 7:30PM
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.“
“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!“
“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!“
“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!“
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“I was blessed to meet Ron over 15 years ago. He has helped me manage my finances and custom plan for my retirement. He has excellent insight and wisdom. I have had growth that I would never of had with a large corporation. Ron has gone over and beyond with extra's for all his clients. EX. a fabulous Christmas dinner at Carlo and Johnny's. He has hand delivered many forms to my house, and extra perks of events, pizza parties, movie tickets and Blooms and Berries. He also has a great staff who is personalizing my monthly payments. Thanks, Pat“