Estate planning services in Cincinnati, OH
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James Leugers - UBS Financial Services Inc.
● OpenJames Leugers - UBS Financial Services Inc. is a reputable finance institution located at 312 Walnut Street in Cincinnati, Ohio, United States. With a focus on providing comprehensive financial services, the professionals at James Leugers - UBS Financial Services Inc. are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at this institution is committed to providing personalized solutions tailored to your specific needs. Trust James Leugers - UBS Financial Services Inc. to guide you towards a secure financial future.
312 Walnut St Suite 3300, Cincinnati, OH 45202, United States -
IFS Financial Services
● OpenIFS Financial Services is a reputable finance institution located at 303 Broadway in Cincinnati, Ohio, United States. With a strong focus on providing top-notch financial services to its clients, IFS Financial Services offers a wide range of financial solutions including investment management, wealth management, retirement planning, and insurance services. The institution prides itself on its team of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, IFS Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.
303 Broadway # 1100, Cincinnati, OH 45202, United States -
Chris Schalk - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChris Schalk is a Financial Advisor at Ameriprise Financial Services, LLC located at 4605 East Galbraith Road in Cincinnati, Ohio, United States. Chris holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Chris is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. His services also include specialized expertise in areas such as domestic partnership planning, philanthropy, and exit planning. With a commitment to ethical standards and continuing education, Chris Schalk is a trusted advisor for all your financial needs. Contact him today for personalized financial guidance tailored to your specific goals and objectives.
4605 E Galbraith Rd #190, Cincinnati, OH 45236, United States -
Derek Hassenpflug - Branch Manager, Ameriprise Financial Services, LLC
● ClosedDerek Hassenpflug is the Branch Manager at Ameriprise Financial Services, LLC located at 5905 East Galbraith Road, Cincinnati, Ohio, United States. The institution offers a range of financial services and expertise, including certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various areas of financial planning, investment management, estate planning, retirement planning, and more. The institution is dedicated to providing comprehensive and expert financial advice to individuals, retirees, small business owners, high net worth clients, and those with specialized financial needs, such as military personnel and families with special needs. Derek Hassenpflug and his team are committed to upholding the highest standards of ethics and expertise in the financial services industry.
5905 E Galbraith Rd Ste 4200, Cincinnati, OH 45236, United States -
Shiri Ayalon - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedShiri Ayalon is a Financial Advisor at Ameriprise Financial Services, LLC located at 5905 East Galbraith Road in Cincinnati, Ohio, United States. Shiri Ayalon specializes in providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients. Shiri Ayalon holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Shiri Ayalon's expertise and commitment to providing top-quality financial services to clients, and ensuring their financial needs are met with professionalism and integrity. Whether you are planning for retirement, estate planning, investments, insurance, or any other financial need, Shiri Ayalon is dedicated to helping you achieve your financial goals.
5905 E Galbraith Rd Ste 4200, Cincinnati, OH 45236, United States -
Ryan Oltorik - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRyan Oltorik is a Financial Advisor at Ameriprise Financial Services, LLC located at 5905 East Galbraith Road in Cincinnati, Ohio, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. Ryan Oltorik is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
5905 E Galbraith Rd Ste 4200, Cincinnati, OH 45236, United States -
Molly Grimm - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMolly Grimm is a financial advisor at Ameriprise Financial Services, LLC located at 5905 East Galbraith Road in Cincinnati, Ohio, United States. Molly holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. She is also a Certified Divorce Financial Analyst, Certified Estate Planner™, and holds the Chartered Financial Analyst® designation. With a commitment to ethical practices and ongoing education, Molly Grimm provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Molly Grimm for expert advice on your financial goals and needs.
5905 E Galbraith Rd Ste 4200, Cincinnati, OH 45236, United States -
Kunkel Wealth Management Group - UBS Financial Services Inc.
● OpenKunkel Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located at 8044 Montgomery Road in Cincinnati, Ohio, United States. As a part of UBS Financial Services Inc., they specialize in providing comprehensive wealth management services to individuals, families, and businesses. With a team of experienced financial advisors, Kunkel Wealth Management Group offers personalized financial planning, investment management, retirement planning, and estate planning services to help clients achieve their financial goals. Their commitment to excellence and client satisfaction sets them apart as a trusted financial partner in the Cincinnati area.
Towers at Kenwood, 8044 Montgomery Rd, Cincinnati, OH 45236, United States -
Jahn D Gazder - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJahn D Gazder - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5905 East Galbraith Road, Cincinnati, Ohio, United States. They offer a variety of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a range of financial services including asset management, estate planning, retirement planning, investment management, and more. Jahn D Gazder is dedicated to providing expert financial advice and services to individuals and small business owners, ensuring they meet their financial goals and needs.
5905 E Galbraith Rd Ste 4200, Cincinnati, OH 45236, United States -
Zach Kopeck - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedZach Kopeck - Financial Advisor at Ameriprise Financial Services, LLC, located at 5905 East Galbraith Road, Cincinnati, Ohio, United States, offers a wide range of financial services to individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Zach Kopeck is equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and more. The institution also offers specialized services for seniors, those planning for retirement, individuals going through divorce, and families with special needs children. Whether you are looking for help with wealth transfers, tax planning, or long-term care insurance, Zach Kopeck has the knowledge and expertise to assist you in achieving your financial goals. Contact Zach Kopeck today to schedule a consultation and start planning for a secure financial future.
5905 E Galbraith Rd Ste 4200, Cincinnati, OH 45236, United States -
Jeff Mumper - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJeff Mumper is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5905 East Galbraith Road in Cincinnati, Ohio, United States. Jeff holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jeff's expertise in wealth management, financial planning, estate planning, retirement planning, and investment management. Jeff is dedicated to providing personalized financial advice and solutions to help clients achieve their financial goals and secure their financial future.
5905 E Galbraith Rd Ste 4200, Cincinnati, OH 45236, United States -
Bruce Favret, Hyde Park Cincinnati Attorney at Law
● OpenBruce Favret, Hyde Park Cincinnati Attorney at Law, located at 2631 Erie Avenue in Cincinnati, Ohio, is a boutique law firm specializing in wills, trusts, estate planning, and probate. The firm is dedicated to helping trustees collect, administer, and distribute trust assets, as well as assisting individuals with appointing agents to care for them if they become incapacitated and creating beneficiary designations for asset transfer upon their death. The team at Favret Law, LLC, led by father-daughter duo Bruce Favret and Elizabeth Favret, is committed to providing personalized legal services to meet each client's unique needs. They guide clients through the process of creating last wills and testaments, establishing trusts for asset management and protection, and navigating the probate process. Additionally, they ensure clients have proper documentation for healthcare and financial decision-making in the event of incapacitation.
2631 Erie Ave, Cincinnati, OH 45208, United States -
Turner Legal Services, LLC
● OpenTurner Legal Services, LLC is a reputable law firm located at 3345 Kleeman Lake Court in Cincinnati, Ohio. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the area. Specializing in areas such as family law, estate planning, and business law, Turner Legal Services, LLC is dedicated to providing personalized and professional representation to their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documents, Turner Legal Services, LLC is committed to helping you navigate the complexities of the legal system with ease. Contact them today to schedule a consultation.
3345 Kleeman Lake Ct, Cincinnati, OH 45211, United States -
Mccroskey Law & Advisory Services Group, LLC
● ClosedMccroskey Law & Advisory Services Group, LLC is a reputable legal and advisory firm located at 7021 Wallace Avenue in Cincinnati, Ohio, United States. With a team of experienced attorneys and advisors, we provide a wide range of legal services to individuals and businesses. Our expertise includes areas such as corporate law, estate planning, real estate transactions, and more. We are committed to providing our clients with personalized and professional representation to help them navigate through complex legal matters. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
7021 Wallace Ave, Cincinnati, OH 45243, United States -
Paul Kellogg Estate & Business Attorney
● ClosedPaul Kellogg Estate & Business Attorney, located at 9521 Montgomery Road in Cincinnati, Ohio, is a law firm dedicated to protecting families and serving businesses. Attorney Paul Kellogg, a member of the Phillips Law Firm, Inc., specializes in comprehensive estate planning services for families and business owners. With experience as an in-house attorney for privately held companies and as the Director of Estate and Business Planning for Northwestern Mutual, Paul offers proactive advice and counsel to individuals, families, entrepreneurs, and businesses. For over 25 years, Paul has helped clients in Greater Cincinnati achieve their estate planning goals and protect what matters most to them. Contact Paul Kellogg Estate & Business Attorney for guidance on a wide range of transactions and disputes.
9521 Montgomery Rd Suite 100, Cincinnati, OH 45242, United States -
Donohoo Accounting Services - Property Management
● ClosedDonohoo Accounting Services - Property Management is a reputable institution located at 280 Piedmont Avenue in Cincinnati, Ohio, United States. Specializing in accounting and finance services, this institution offers expert guidance and support for property management. With a team of experienced professionals, Donohoo Accounting Services ensures accurate financial reporting, budgeting, and strategic planning for property owners and investors. Whether you are looking to maximize profits, minimize expenses, or streamline operations, this institution is dedicated to helping you achieve your financial goals. Trust Donohoo Accounting Services - Property Management for all your accounting and finance needs in the real estate industry.
280 Piedmont Ave, Cincinnati, OH 45219, United States -
Pre-Paid Legal Services Inc
● OpenPre-Paid Legal Services Inc is a trusted legal services provider located at 4316 Mount Carmel Tobasco Road in Cincinnati, Ohio. With a team of experienced attorneys and legal professionals, we offer pre-paid legal plans to help individuals and businesses access affordable and reliable legal assistance. Our services cover a wide range of legal issues, including estate planning, family law, real estate transactions, and more. Whether you need help with a simple legal question or require representation in court, our team is here to provide you with the support and guidance you need. Contact us today to learn more about how Pre-Paid Legal Services Inc can help protect your rights and interests.
4316 Mt Carmel Tobasco Rd, Cincinnati, OH 45244, United States -
Cincinnati United Contractors Inc
● ClosedWelcome to Cincinnati United Contractors Inc. (CUC), Cincinnati's leading design/build commercial contractor since 1978. Conveniently located at 7143 East Kemper Road, Cincinnati, Ohio, we have proudly transformed thousands of acres and millions of square feet into thriving office, industrial, and retail spaces throughout Southwest Ohio. At CUC, we offer a comprehensive suite of services, providing a seamless "one-stop shopping" experience for all your commercial construction needs. Our expert team, comprising architects, engineers, land planners, and real estate professionals, is dedicated to assisting you with every aspect of your project. From site selection and securing tax incentives to master planning and cutting-edge architecture and design services, we ensure your vision becomes a reality.
7143 East Kemper Road, Cincinnati, Ohio 45249, United States -
Tonya Wyatt Real Estate Services, Inc.
● ClosedWelcome to Tonya Wyatt Real Estate Services, Inc., your trusted partner in navigating the Cincinnati real estate market and beyond. Located at 9277 Centre Pointe Drive, Ohio 45069, our agency is dedicated to providing you with the most comprehensive and up-to-date real estate services. Led by Tonya Wyatt, a lifelong Cincinnati resident and a proud graduate of the University of Cincinnati with a Bachelor's degree in Real Estate and Finance, our agency boasts over 20 years of combined experience in both residential and commercial real estate. This local expertise, coupled with national reach, uniquely positions us to assist with all your real estate needs.
9277 Centre Pointe Drive, Ohio 45069, United States -
Austin Long - The Haus Group - Cincinnati Real Estate Listing Agent
● OpenWelcome to Austin Long - The Haus Group, your premier Cincinnati Real Estate Listing Agent! Located at 3505 Columbia Parkway, Cincinnati, Ohio 45226, we specialize in providing a seamless and stress-free home selling experience. As a dedicated real estate agency, we are committed to helping you sell your house faster and for more money in the Cincinnati market. What Sets Us Apart: Selling a home can be daunting, but with The Haus Group, you’re in expert hands. Our team of seasoned real estate professionals is here to guide you through every step of the process, from determining your home's value to staging and finding the right buyer. We prioritize your needs, ensuring that you get the best offer while saving time and money.
3505 Columbia Parkway, Cincinnati, Ohio 45226, United States -
Jeff Wolf & Partners Real Estate
● ClosedWelcome to Jeff Wolf & Partners Real Estate Located at 11138 Reading Road in Cincinnati, Ohio, Jeff Wolf & Partners Real Estate is your trusted partner in navigating the dynamic world of commercial real estate. With over 20 years of proven success, we are a locally owned, independent agency committed to delivering exceptional service and results.
11138 Reading Road, Cincinnati, Ohio 45241, United States -
Avid Real Estate Solutions today
● ClosedWelcome to Avid Real Estate Solutions Today, your trusted partner in navigating the real estate market in Cincinnati, Ohio. Located at 11427 Reed Hartman Highway, we specialize in providing innovative solutions for homeowners looking to sell their properties quickly and efficiently. Whether you're dealing with an inherited fixer-upper, a challenging rental property, or a hoarder home, we offer multiple ways to simplify the selling process. Founded by Bryan Jones, a dedicated veteran with over 22 years of service in the U.S. Navy, Ohio Army National Guard, and U.S. Navy Reserves, Avid Real Estate Solutions Today is built on principles of discipline, empathy, and a commitment to community. Bryan's personal experiences with distressed properties inspired him to create a service that guides homeowners through difficult real estate situations with ease and understanding.
11427 Reed Hartman Highway, Cincinnati, Ohio 45241, United States -
Build. Real Estate Investor Services
● ClosedWelcome to Build. Real Estate Investor Services, your trusted partner in navigating the dynamic world of real estate investment. Conveniently located at 9468 Towne Square Avenue, Cincinnati, Ohio, our firm specializes in providing comprehensive financial and real estate solutions tailored to meet the unique needs of investors at every stage of their journey. At Build., we pride ourselves on offering expert guidance and personalized strategies to help you maximize your investment potential. Our team of experienced professionals is dedicated to delivering exceptional service, whether you're purchasing your first property, expanding your portfolio, or seeking innovative financing options.
9468 Towne Square Avenue, Cincinnati, Ohio 45242, United States -
HIN Real Estate
● ClosedWelcome to HIN Real Estate, your trusted partner in the finance and real estate industry, located at 9330 Kenwood Road, Cincinnati, Ohio. With over 35 years of experience, we pride ourselves on providing expert market knowledge, professional advice, and a resounding reputation for excellence. Our team of responsive and professional real estate experts is here to help you find the perfect investment opportunity, whether you are interested in multi-family units or residential homes. Discover our latest offering: a fantastic investment opportunity in Norwood. This four-unit building, featuring one-bedroom, one-bath apartments, is ideally located within walking distance to Rookwood shopping and entertainment. With all units currently occupied, this low-maintenance property boasts a brick exterior, glass block windows, an updated boiler, and circuit breaker electric system. There is significant upside potential for increasing rental income to market rates, and coin laundry is included for tenant convenience. Professional property management services are available to ensure your investment remains a solid income producer.
9330 Kenwood Road, Cincinnati, Ohio 45242, United States -
Redfin Real Estate | Cincinnati
● OpenWelcome to Redfin Real Estate | Cincinnati, your trusted partner in finding the perfect home in the vibrant city of Cincinnati, Ohio. Conveniently located at 1311 Vine Street, Cincinnati, Ohio 45202, our real estate agency is dedicated to helping you discover your dream property, whether you're buying, selling, or investing. At Redfin Real Estate | Cincinnati, we specialize in a diverse range of properties to suit every lifestyle. From charming two-story homes with modern updates to beautifully remodeled residences in desirable neighborhoods, we offer a wide selection of options. Explore homes with spacious layouts, elegant finishes, and appealing features such as hardwood floors, updated kitchens, and cozy fireplaces. Whether you're seeking a serene wooded retreat, a bustling downtown condo, or a family-friendly suburban home, we have something for everyone.
1311 Vine Street, Cincinnati, Ohio 45202, United States -
Comey & Shepherd -Real Estate Annette Pegis
● ClosedWelcome to Comey & Shepherd - Real Estate Annette Pegis, your trusted partner in navigating the dynamic real estate market of Cincinnati, Ohio. Located conveniently at 7333 Beechmont Avenue, our agency is committed to providing exceptional service tailored to meet your unique real estate needs. With a deep understanding of the local market and a passion for helping clients find their dream homes, Annette Pegis and her team offer a comprehensive range of services, including buying, selling, and property management. Whether you're a first-time homebuyer, looking to invest, or planning to sell your property, we are dedicated to delivering personalized solutions and expert guidance every step of the way. Discover the difference of working with a team that values integrity, transparency, and customer satisfaction. Contact us today and let us turn your real estate goals into reality.
7333 Beechmont Avenue, Cincinnati, Ohio 45230, United States -
Venture Real Estate Company
● ClosedWelcome to Venture Real Estate Company, your trusted partner in Cincinnati, Ohio, for all things real estate and construction. Conveniently located at 8221 Cornell Road, Cincinnati, Ohio 45249, we specialize in providing comprehensive real estate services and expert general contracting solutions tailored to meet your unique needs. At Venture Real Estate Company, we pride ourselves on our commitment to excellence, integrity, and customer satisfaction. Our dedicated team of experienced professionals is here to guide you through every step of your real estate journey, whether you're buying, selling, or investing in properties. We offer personalized service to ensure you find the perfect property or achieve the highest return on your investment.
8221 Cornell Road, Cincinnati, Ohio 45249, United States -
Brian Bushman - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Brian Bushman - Financial Advisor, Ameriprise Financial Services, LLC At Brian Bushman - Financial Advisor, located at 9636 Cincinnati Columbus Road, Cincinnati, Ohio 45241, we are dedicated to providing tailored financial solutions to help you achieve your financial goals. Our comprehensive services are designed to address the unique needs of each client, whether you're planning for retirement, managing investments, or navigating complex financial situations.
9636 Cincinnati Columbus Road, Cincinnati, Ohio 45241, United States -
Garry Rutledge - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGarry Rutledge - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Garry Rutledge - Financial Advisor, located in the heart of Cincinnati at 9636 Cincinnati Columbus Road, Ohio. As a dedicated professional in the finance sector, Garry Rutledge offers comprehensive financial advisory services tailored to meet the unique needs of each client. With an emphasis on personalized service and expert guidance, Garry is committed to helping individuals and businesses achieve their financial goals through strategic planning and informed decision-making.
9636 Cincinnati Columbus Road, Cincinnati, Ohio 45241, United States -
Nicholas Ruch - UBS Financial Services Inc.
● OpenWelcome to Nicholas Ruch - UBS Financial Services Inc., your trusted partner in financial management and investment planning. Conveniently located at 8044 Montgomery Road in Cincinnati, Ohio, we are dedicated to serving the financial needs of individuals, families, and businesses in our community. At Nicholas Ruch - UBS Financial Services Inc., we understand that each client's financial journey is unique. Our experienced team is committed to providing personalized financial strategies tailored to meet your specific goals. Whether you're planning for retirement, looking to grow your investment portfolio, or navigating complex financial decisions, we offer expert guidance and comprehensive solutions to help you achieve financial success.
8044 Montgomery Road, Cincinnati, Ohio 45236, United States
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