Well Spent Wealth Planning
9435 Waterstone Boulevard, Cincinnati, OH 45249
Location & Phone number
9435 Waterstone Blvd suite 140-1, Cincinnati, OH 45249, United States
About the Business
Well Spent Wealth Planning, located in Cincinnati, Ohio, is a finance institution founded by Danielle in 2006. With extensive experience in the financial planning industry, Danielle holds prestigious certifications such as the Certified Financial Planner and the Certified Financial Behavior Specialist. She has been recognized with the New Professional Award from the National Association of Personal Financial Advisors and has been featured in various reputable publications.
At Well Spent, we specialize in helping individuals and families achieve their financial goals through personalized planning. Our team is dedicated to providing high-quality, objective financial advice to ensure that you are on track to meet your goals. We believe in turning your good instincts into an intentional plan for a life well spent.
With a deep understanding of the tax code, insurance industry, investment market, and psychology of money, we strive to find the most efficient ways for you to save, invest, insure, and give. Our comprehensive planning process allows you to make informed decisions about your financial future, giving you confidence and peace of mind.
As a fee-only firm with a fiduciary duty to our clients, we do not sell financial products and always prioritize your best interests. Let Well Spent Wealth Planning help you protect your family's future and achieve your financial goals with confidence.
Photos
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
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