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J. Nelson Financial Group, LLC
11234 Cornell Park Drive, Cincinnati, Ohio, United States
About the J. Nelson Financial Group, LLC
J. Nelson Financial Group, LLC is a reputable finance institution located at 11234 Cornell Park Drive in Cincinnati, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust J. Nelson Financial Group, LLC to help you achieve your financial goals and secure your future.
Photos of J. Nelson Financial Group, LLC
11234 Cornell Park Dr, Cincinnati, OH 45242, United States
Opening hours of J. Nelson Financial Group, LLC
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of J. Nelson Financial Group, LLC
"They loved picking stocks but not the tasks we required as retirees in our 70's, ie Roth conversions, tax minimization, QCDs, esp anything that moved $ out of the account on which the AUM fee was based. Was not a good fit for us. Also, buy and hold investments in indexed low cost ETFs and Funds are a no brainer and need little reallocating at our age so fee wasn't worth it. Trying to time or beat the market is 99% of the time impossible. This firm might be fine for younger folks in accumulation phase if you don't mind the fee."
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