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8AM - 5PM
1603 Springfield Pike, Wyoming9AM - 5PM
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.“
9AM - 4PM
8944 Blue Ash Rd, Cincinnati“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!“
8AM - 5PM
8044 Montgomery Rd Suite 640, Cincinnati“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.“
“Great experience--conversations are always personable. They are very goal-focused in their wealth planning, which in my opinion, is the best way to do it. Thank you for your great work!“
8AM - 5PM
7844 Remington Rd, Cincinnati“I recently retired. I have to hand it to vantage for helping reach my goal. They work hard to reduce fees while helping grow your money. The financial planning is a big bonus.“
9AM - 5PM
9467 Montgomery Rd, Cincinnati“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!“
9AM - 5:30PM
8194 Liberty Way, West Chester“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.“
8:30AM - 4:30PM
50 E Rivercenter Blvd #1225, Covington“Always focused on the client's needs. Explains concepts in an understandable way. All team members rock!“
8:30AM - 5PM
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.“
8:30AM - 5PM
419 Plum St, Cincinnati“Matthew O’Bryan has been a tremendous help over the past few years helping me get my finances together, budget, and plan for the future. He breaks things into comprehensible and digestible chunks that makes approaching your finances so much easier. Highly recommend.“
8AM - 5PM
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!“
8AM - 5PM
303 Broadway #1200, Cincinnati“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.“
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