Conservative Financial Solutions
10403 Harrison Avenue, Harrison, OH 45030
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Conservative Financial Solutions is a finance institution located at 10403 Harrison Avenue in Harrison, Ohio, United States. We pride ourselves on our experience and dedication to exceptional customer service. As a part of the Conservative Financial Solutions Family, we are committed to helping you achieve your ideal retirement goals. Through our CFS Roadmap process, we will assess your current financial situation and create a personalized strategy to help you reach your unique retirement objectives.
Join us for one of our informational seminars to learn more about retirement income strategies and wealth management. You can also tune in to Fox 19 every Saturday from 9-10 a.m. for the latest financial insights and updates from Spencer Ford, your trusted retirement partner.
Our services include providing a tax guide to help you understand how taxes may impact your retirement income, as well as a retirement readiness checklist to address your most pressing concerns. Retirement is not the end, but a new beginning, and we are here to guide you through every step of the way.
Securities are offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC, while insurance products are offered through Conservative Financial Solutions. We are also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
Please note that any services related to Medicare and Harrison Tax & Accounting are separate business activities and are not offered through or supervised by AE Wealth Management, LLC. Investing involves risk, and it's important to consult with a qualified professional before making any financial decisions.
Contact us today to schedule a meeting or register for a seminar at our Harrison Avenue location in Harrison, OH, or our Fort Thomas, KY location by appointment only. Our office hours are Monday to Thursday from 9 a.m. to 4:30 p.m., and Friday by appointment only. We look forward to helping you navigate your path to a secure and fulfilling retirement.
Reviews
"Everyone at CFS is very friendly and caring. They are very knowledgeable and work hard to manage, grow, and and protect your finances. They also value the client like family and have fun client events."
"Working with Spencer and the Conservative Financial Team has been a very positive experience for my wife Lisa and myself. Spencer is very knowledgeable and has provided us with solid information to keep our financial strategies and goals on track."
"CFS is amazing! I contacted Spencer Ford at CFS about 2 years before retiring. He set up my investments making my retirement process secure and painless. Navigating today’s financial climate was beyond my capabilities and the professionals at CFS have provided the security needed to grant me peace of mind. Both of my children, in there 30’s, have now enlisted help from CFS. My only regret is that I waited as long as I did to contact a financial planner. If you want some peace of mind, wait no longer, the folks at CFS will get you on your way."
"Knowledgeable and trustworthy with our finances. My wife and I were recommended to conservative by a family member, and we couldn’t be happier. I’m not a person that fully understands finances and I’m happy that we were able to find a place that explains things in simple terms that allows us to make educated decisions regarding our future. Thank you Spencer & the entire Conservative team for all that you do!"
"My husband & I have invested our retirement monies with CFS & are very pleased with the management of our funds. They are professional, very knowledgeable & are prompt at returning our calls to answer our questions. They also put on customer events that are wonderful for the whole family! Give them a call & set up a meeting to see how they can help you invest safely!"
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