Account information in Cincinnati, Ohio

CFO Resource Group is a leading financial services institution located at 425 Walnut Street in Cincinnati, Ohio, United States. Our team of experienced CFOs and financial experts provide tailored solutions for businesses looking to optimize their financial performance and drive growth. With a focus on strategic planning, budgeting, and financial analysis, we help our clients make informed decisions to achieve their goals. Contact us today to learn more about how CFO Resource Group can support your business's financial success.

Merrill Lynch Financial Advisor Olivia Phillips, located at 5905 East Galbraith Road, Cincinnati, Ohio, United States, is a trusted finance institution with over 15,000 advisors nationwide. Their team of professionals help clients achieve their desired lifestyles through personalized financial planning. Services offered include investment advisory, asset allocation, and insurance products. Merrill Lynch does not provide legal, tax, or accounting advice and recommends consulting with appropriate professionals before making financial decisions. The institution is a registered broker-dealer and investment adviser, offering a broad range of services to meet clients' needs. With a focus on client relationships, Merrill Lynch strives to provide valuable information and services to help clients reach their financial goals.

Jon Parker is a financial advisor at Ameriprise Financial Services, LLC, located at 4605 East Galbraith Road in Cincinnati, Ohio, United States. With a focus on individual goals such as retirement, education, or major purchases, Jon provides personalized investment recommendations based on risk tolerance. Regular meetings are held to review progress and adjust strategies as life changes. Clients can conveniently access their investments and track progress online. Jon offers complimentary initial consultations to help clients achieve a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Visit the website for background and qualification information on Jon Parker.

Edward Jones - Financial Advisor: Mike Vagle is a reputable finance institution located at 7611 Cheviot Road in Cincinnati, Ohio, United States. As a trusted financial advisor, Mike Vagle provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mike Vagle is dedicated to helping individuals and families make informed decisions about their investments, retirement planning, and wealth management. Contact Mike Vagle today to schedule a consultation and take the first step towards securing your financial future.

Saxon Advisors - Ameriprise Financial Services, LLC is a finance institution located at 9636 Cincinnati Columbus Road in Cincinnati, Ohio, United States. They offer personalized financial advice and exceptional client service to help individuals reach their financial goals. The advisors provide investment recommendations, asset allocation strategies, and portfolio management tailored to each client's goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track financial goals. Clients can access their investments and accounts securely from any device. The institution also offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial advisors are registered in certain U.S. states and follow the Confident Retirement® approach to help clients plan for the future. For more information, visit their website or contact them directly.

George Goodall - Financial Advisor, Ameriprise Financial Services, LLC, located at 4605 East Galbraith Road in Cincinnati, Ohio, is a finance institution focused on helping clients achieve their financial goals. With a personalized approach, George Goodall provides investment recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress and adjust strategies as needed. Clients have the convenience of accessing their investments and accounts from any device securely. Ameriprise Financial is recognized as one of the Most Trusted Wealth Managers, putting clients and their goals at the forefront of their services. Those interested in a complimentary initial consultation can take the first step towards a more confident financial future. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser. George Goodall is registered to conduct securities business in certain states. Privacy and security are a priority at Ameriprise Financial, with measures in place to protect client information. Referrals are welcomed, and clients can expect their friends or family members to be contacted promptly to discuss their financial goals.

Further Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 3860 Race Road in Cincinnati, Ohio, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During our initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. Please note that you will not receive written analysis and/or recommendations during this meeting. While we cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances.

Edward Jones - Financial Advisor: Jason L Murray is a trusted finance institution located at 6507 Harrison Avenue in Cincinnati, Ohio, United States. Jason L Murray is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Jason L Murray can provide personalized guidance and expert advice to help you make informed decisions. With a focus on building long-term relationships and providing exceptional service, Edward Jones - Financial Advisor: Jason L Murray is the go-to destination for all your financial needs.

Nicholas A Haussman is a financial advisor at Ameriprise Financial Services, LLC located at 5905 East Galbraith Road in Cincinnati, Ohio, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. Nicholas takes the time to understand your financial goals, whether it's saving for college, planning for retirement, or making smart investments. By offering personalized financial advice, he helps you prepare for both expected and unexpected events in life, giving you more confidence and control over your finances. Nicholas Haussman is registered to conduct securities business in certain states, and you can find more information about his background and qualifications on FINRA's BrokerCheck website. The initial consultation with Nicholas provides an overview of financial planning concepts, although you will not receive written analysis or recommendations at this stage. Ameriprise Financial cannot guarantee future financial results, but Nicholas is committed to helping you achieve your financial goals.

Andrew Uchtman is a financial advisor at Ameriprise Financial Services, LLC located at 5905 East Galbraith Road in Cincinnati, Ohio, United States. With a focus on individual goals and risk tolerance, Andrew provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their accounts and track progress securely from any device. Andrew offers complimentary initial consultations to discuss how he can help achieve financial goals. Ameriprise Financial is committed to diversity, inclusion, and creating a better future for all. Andrew Uchtman is registered to conduct securities business in select states. The firm has received recognition for its support of the military community and commitment to disability inclusion. Visit the website for more information and to schedule a consultation.

Concentric Wealth Management, located at 901 Adams Crossing in Cincinnati, Ohio, is dedicated to helping professionals like you build wealth for retirement. Our firm offers personalized wealth management solutions, including retirement and estate planning, investing, insurance, and wealth preservation. We work closely with our clients to create customized financial plans, set clear goals, and provide the tools and guidance needed to achieve and protect their hard-earned assets. Our team of wealth management experts is ready to partner with you today. Please note that Avantax affiliated advisors may only conduct business with residents of certain states, and not all investments and services are available in every state. Securities are offered through Avantax Investment ServicesSM, Member: FINRA, SIPC, and investment advisory services are offered through Avantax Advisory ServicesSM. Insurance services are offered through Avantax Insurance AgencySM. Please consult legal or tax professionals for specific advice regarding your individual situation. Investments and insurance products are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose value. Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with Concentric Wealth Management, LLC. For more information, please check the background of our financial professionals on FINRA's BrokerCheck.

JEFF MUMPER AND ASSOCIATES - Ameriprise Financial Services, LLC is a renowned finance institution located at 5905 East Galbraith Road, Cincinnati, Ohio, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, our team is dedicated to providing personalized financial advice tailored to your individual goals and risk tolerance. We offer investment recommendations, asset allocation strategies, and portfolio analysis to help you achieve your financial objectives, whether it's planning for retirement, education, or a major purchase. Our comprehensive approach includes documenting your goals, regular progress reviews, and adjustments to your financial plan as life changes. With secure online access to your investments and accounts, you can track your progress towards your goals anytime, anywhere. Our team of financial advisors is committed to fostering professional interactions, stress management, effective communication, and work-life balance to support your overall well-being.

Autumn Moore - Thrivent is a finance institution located at 3825 Edwards Road, Cincinnati, Ohio, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent.

Tracy Barker - UBS Financial Services Inc. is a reputable finance institution located at 312 Walnut Street in Cincinnati, Ohio, United States. Specializing in providing top-notch financial services, Tracy Barker and her team offer expert advice and personalized solutions to help clients achieve their financial goals. With a strong focus on customer satisfaction and wealth management, Tracy Barker - UBS Financial Services Inc. is dedicated to helping individuals and businesses make informed decisions and secure their financial future.

Tom Brizzolara is a financial advisor at Ameriprise Financial Services, LLC located at 5905 East Galbraith Road in Cincinnati, Ohio. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. Tom provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. A complimentary initial consultation is available to discuss financial goals and planning concepts. Ameriprise Financial is committed to diversity, inclusion, and creating a better future for all. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Tom Brizzolara is registered in states where securities business is conducted. Ameriprise has been recognized for its support of the military community and disability inclusion initiatives. Future financial results cannot be guaranteed. For more information, visit the Ameriprise Financial website.

The Oltorik Group - Ameriprise Financial Services, LLC, located at 5905 East Galbraith Road in Cincinnati, Ohio, offers personalized financial advice to help clients build their portfolios and confidence for the long term. With a focus on diversity and inclusion, the institution is committed to creating a better future for all. Ameriprise has been recognized for its support of the military community and commitment to disability inclusion. Financial advisors are registered to do business in certain U.S. states and clients can schedule a complimentary initial consultation to discuss their financial goals. For more information, visit the Ameriprise Financial Services, LLC website.

Merrill Lynch Financial Advisor Robert C Coleman, located at 5905 East Galbraith Road, Cincinnati, Ohio, United States, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, your financial advisor will focus on your family, goals, and priorities, adapting to changes over the years. The team at Merrill Lynch shares a common goal of helping you pursue your personal planning strategy, whether it's funding your children's education, planning for retirement, or managing the transfer of wealth to the next generation. By taking into account your personal perspective and priorities, they aim to simplify the complexities of finance and make planning for the future an exciting journey towards reaching your goals.

First Financial Bank & ATM, located at 7637 Beechmont Avenue in Cincinnati, Ohio, offers a variety of financial services including banking, ATM access, and wealth advisory. Our team of Wealth Advisors can assess your situation and help you make informed financial decisions. Take advantage of our competitive rates, such as our 4.50% APY money market rate and 5.00% APY 5-month CD special. Use the value in your home to fund your projects or explore our Roth 401(k) options for maximizing retirement savings. We are committed to supporting communities and offer community development lending and investments. With helpful articles and personalized service, we aim to help you build and maintain a successful financial future. Sign up for our emails to receive tips and tools for improving your financial well-being. Visit us today to learn more about our offerings and how we can help you achieve your financial goals.

The Bank of America ATM located at 1198 Smiley Avenue in Cincinnati, Ohio, United States, provides convenient access to banking services 24/7. This ATM allows customers to withdraw cash, check account balances, and make deposits. As a part of the Bank of America network, customers can enjoy secure and reliable financial transactions at this location.

The Brauley/Wagner Group - UBS Financial Services Inc. is a finance institution located at 312 Walnut Street in Cincinnati, Ohio, United States. With a focus on providing top-notch financial services, they offer a wide range of investment opportunities and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to assist clients in making informed decisions about their finances. Whether you are looking to invest for the future or plan for retirement, the Brauley/Wagner Group - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence.

First Financial Bank & ATM, located at 7522 Hamilton Avenue in Cincinnati, Ohio, is a full-service financial institution offering a wide range of banking and finance services. Our team of Wealth Advisors is dedicated to helping you assess your financial situation and achieve your goals. We offer competitive rates on savings products, including a 4.50% APY money market rate and a 5.00% APY 5-month CD special. You can also leverage the value of your home with our home equity options for your big projects.

David Eickman - Thrivent is a finance institution located at 7654 Glenover Drive, Cincinnati, Ohio, United States. Licensing for services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Rick Brizzolara - Financial Advisor at Ameriprise Financial Services, LLC, located at 5905 East Galbraith Road in Cincinnati, Ohio, is dedicated to helping individuals achieve their financial goals. With a focus on personalized investment strategies, asset allocation, and portfolio recommendations tailored to each client's unique goals and risk tolerance, Rick Brizzolara offers comprehensive financial planning services. Recognized with the Ameriprise Ultimate Digital Excellence Award in 2022, Rick Brizzolara is committed to providing top-notch financial advice and guidance to clients. Through regular meetings and progress reviews, clients can track their financial progress and make adjustments as needed. Clients can access their investments and accounts at any time, from any device, securely sharing information with Rick Brizzolara.

Kopeck Wealth Management Group - Ameriprise Financial Services, LLC is a finance institution located at 5905 East Galbraith Road, Cincinnati, Ohio, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device and track their progress towards financial goals. The institution provides regular reviews and updates to ensure that clients' approaches align with any changes in life circumstances. Those interested can schedule a complimentary initial consultation to learn more about how the institution can help them reach their financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulatory guidelines. The institution values privacy and security, offering resources to help clients protect their financial information. With a focus on fostering professional interaction, managing stress, and achieving a healthy work-life balance, Kopeck Wealth Management Group aims to provide comprehensive financial guidance to help clients achieve long-term success.

H&R Block is a renowned accounting and finance institution located at 9982 Kings Automall Drive in Cincinnati, Ohio, United States. With a reputation for providing expert tax preparation and financial services, H&R Block is a trusted partner for individuals and businesses seeking professional guidance in managing their finances. Whether you need help with tax filing, financial planning, or investment advice, H&R Block's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit H&R Block today and experience the difference that expert financial guidance can make in your life.

Alex & Co is a reputable accounting and finance institution located at 8044 Montgomery Road in Cincinnati, Ohio. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and bookkeeping. Our commitment to providing personalized and efficient services sets us apart from the rest. Whether you are an individual or a business owner, you can trust Alex & Co to help you navigate the complexities of accounting and finance with ease. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.

Barnes Dennig is a well-established accounting and finance institution located at 150 East 4th Street in Cincinnati, Ohio, United States. Our team of consultants, accountants, and tax advisors are dedicated to providing in-depth insights and game-changing strategies to help move your organization forward with confidence. Whether you need assistance with mergers & acquisitions, business valuations, profit improvement, or wealth management and estate planning, Barnes Dennig has the expertise to help you achieve your goals. Director Harold Kremer is passionate about helping business owners succeed and our firm is known for its accurate and timely work at a reasonable price. We strive to understand your needs, set realistic timelines, and deliver on our commitments. Our focus on building a better, brighter future for our clients is evident in the personalized service and attention to detail we provide.

Stagnaro, Saba & Patterson Co. LPA is a professional institution located at 2623 Erie Avenue in Cincinnati, Ohio, United States. Specializing in accounting, finance, and legal services, our team is dedicated to providing top-notch assistance for your estate planning and estate administration needs. Please note that the information on our website is for general purposes only and should not be considered legal advice. We recommend seeking professional counsel before making any decisions based on the content provided. Stagnaro, Saba & Patterson Co. LPA is committed to upholding the highest standards of excellence and confidentiality in all client interactions. Contact us today for expert guidance on your financial and legal matters.

Donnellon Meghan D is a law firm located at 9079 Montgomery Road in Cincinnati, Ohio. The firm specializes in municipal law, estate planning, and probate work. Lisa, a member of the firm, has been with Donnellon, Donnellon & Miller since 1992 and has a background in law from Charleston, South Carolina. She is dedicated to helping people and carries the values instilled in her by her parents. Lizz, another member of the firm, focuses on Domestic Relations and enjoys spending time with her family and trying new restaurants in Cincinnati. Lori, a paralegal at the firm, handles all filing and recording of documents with county courts. Joyce, with a background in physical therapy, now manages client billing and bookkeeping for the firm. The team at Donnellon Meghan D is committed to providing personal service for estate planning needs. Visit their custom website for more information.

John B. Cornetet is a partner at Cornetet, Meyer Rush & Stapleton, a law firm located at 123 Boggs Lane in Cincinnati, Ohio. With a background in law, tax, accounting, and financial planning, John offers a comprehensive range of services in estate planning, retirement tax planning, financial planning, and estate administration. He is not only an attorney, but also a Certified Financial Planner, providing expert advice in these areas. John holds degrees in Accounting, Taxation, and a Juris Doctor, and is licensed as a Certified Public Accountant and Certified Financial Planner. He is a member of several professional associations, including the Ohio and Cincinnati Bar Associations, the Cincinnati Estate Planning Council, and the Financial Planners Association.