Family finance in Cincinnati, Ohio

Plante Moran, located at 537 East Pete Rose Way in Cincinnati, Ohio, is a trusted institution specializing in accounting and finance. With a focus on the personal aspect of business, they have been serving clients for over 100 years. Their services include audit, tax, consulting, and wealth management, all delivered with a personal touch that goes beyond just the numbers. Plante Moran values the trust of their clients and understands that success is not just about business, but also about personal relationships. They offer opportunities for internships and full-time careers that allow individuals to grow both professionally and personally. If you're ready to work with a team that sees the people behind the numbers, Plante Moran is the place for you.

K & M Auto - Truck Service Center is a premier car repair institution located at 9260 Cincinnati Dayton Road in Ohio, United States. Our team of technicians brings over a century of combined experience and knowledge to provide high-quality repairs to keep you safe and happy. Our mechanics are dedicated to helping you with tools, skills, and a genuine desire to assist you with all your car repair needs. At K & M Auto - Truck Service Center, we strive to provide the best quality service to our clients, ensuring their full satisfaction. Whether you drive an import, domestic, or high-performance exotic car, we are the go-to place for scheduled maintenance, warranty work, technical repairs, and more. Our commitment to excellence means that you can trust us with your vehicle's maintenance and repair needs.

Merrill Lynch Wealth Management, located at 312 Walnut Street in Cincinnati, Ohio, is a reputable finance institution that offers a wide range of wealth planning services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address their financial challenges and opportunities. They provide personalized financial strategies based on years of combined knowledge and experience in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and creating financial strategies to meet their long-term objectives.

Hawthorn is a prestigious finance institution located at 201 East 5th Street in Cincinnati, Ohio, United States. With a reputation for excellence and expertise in financial services, Hawthorn offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Hawthorn's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit Hawthorn today to experience the difference that personalized financial services can make in your life.

World Financial Group (WFG) is a finance institution located at 4555 Lake Forest Drive in Cincinnati, Ohio, United States. WFG offers a wide range of financial services and products to help individuals and families achieve their financial goals. With a team of knowledgeable and experienced financial professionals, WFG is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management services, WFG is committed to helping you secure your financial future.

know you personally, so we can help you create a financial approach that reflects your personality and priorities. Our team is committed to building strong client relationships based on trust and personalized service. With over 13 years of industry experience, Senior Financial Advisor Matthew Alatorre works with clients on wealth management strategies, investments, retirement planning, college education planning, estate planning, lending, and insurance. Matt incorporates five core principles into his client relationships: Person, Process, Plan, Prayer, and Privacy. These principles allow him to deliver strategies that are designed to elevate the generational financial trajectory of families and help enable them to achieve their goals and dreams. Located in Cincinnati, Ohio, our institution is dedicated to helping clients pursue their financial objectives while providing personalized service and attention to detail. Contact us today to learn more about how we can help you achieve your financial goals."

The Santa Maria Community Services' High School Equivalency Classroom Building is located at 3206 Warsaw Avenue in Cincinnati, Ohio, United States. This institution, which falls under the finance category, is part of Santa Maria's mission to be a catalyst and advocate for Greater Price Hill families to achieve their educational, financial, and health goals. Santa Maria Community Services is a nonprofit organization founded in 1897 and is dedicated to providing over 2,500 individuals annually with educational tools and resources to strengthen families, promote healthy residents, and support neighborhood revitalization. The Price Hill Family Centers offer a welcoming environment and personalized support to help families reach their goals of stability and self-sufficiency. By offering programs in education, health, employment, financial stability, and family support, Santa Maria empowers families to break the cycles of generational poverty and build a better future for themselves.

Overbeck Auto Services, located at 6403 Madison Road in Cincinnati, Ohio, is a top-notch car repair institution that takes pride in providing exceptional automotive care and service to its customers. With a team of experienced technicians who can handle full-service automotive care and repairs for any make or model of car, truck, or SUV, Overbeck Auto Services is known for offering the best auto repair in Cincinnati. As a family-owned and operated business with three locations in Madisonville, Springdale, and Amelia, the team at Overbeck Auto Services is dedicated to getting you and your vehicle back on the road quickly and safely. From quick oil changes to complex engine and exhaust repairs, the professionals at Overbeck Auto Services can handle it all. They offer free no-wrench inspections on vehicles, loaner cars for service or repair, complimentary shuttle service, same-day service, free second opinions on repair quotes, and financing options to help customers get their cars in shape when needed. Customers rave about the quality of service, professionalism, trustworthiness, and efficiency of the team at Overbeck Auto Services, making them a highly recommended choice for all automotive repair needs in Cincinnati.

Aaron's is a one-stop shop for all your furniture, electronics, and home goods needs, located at 760 Eastgate South Drive in Cincinnati, Ohio. Shopping for the perfect products for your home can be overwhelming, but Aaron's is here to help with our buying guides to make the process easier for you and your family. When it comes to rent-to-own options, Aaron's stands out from the competition. With instant online approvals, Leasing Power℠ in-store, and a Low-Price Guarantee, you can shop confidently knowing you're getting the best deal possible. If you're deciding between Aaron's and Rent-A-Center, remember the benefits of choosing Aaron's for a hassle-free and budget-friendly rent-to-own experience.

Midas is a car repair and store institution located at 9010 Colerain Avenue in Cincinnati, Ohio, United States. They offer a wide range of services including brakes, oil changes, tires, and all auto repair needs. Midas stores are owned and operated by families in the community, dedicated to providing high-quality auto repair service at a fair price. Their work is backed by the famous Midas Golden Guarantee, ensuring customer satisfaction. With convenient hours and locations, Midas makes it easy to get your car repaired in Cincinnati. Their expert technicians are trained to fix your vehicle and get you back on the road safely. From oil changes to brake repair, Midas has you covered. Additionally, they offer a large selection of top brand tires for cars and trucks at competitive prices. Whether you need brake inspections, tire services, suspension and alignment, or exhaust system repairs, Midas in Cincinnati has expert technicians to provide quality service at affordable rates. They also offer a Midas Credit Card with special financing options for qualified applicants. Customer reviews praise Midas for their excellent service, reasonable prices, and knowledgeable staff. Trust Midas in Cincinnati for all your car repair and maintenance needs.

Schmitt Wealth Advisers, LLC is a finance institution located at 4555 Lake Forest Drive in Cincinnati, Ohio, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment planning, retirement planning, estate planning, and more. Contact us today to start planning for a secure financial future.

Viceroy Wealth Counsel is a prestigious finance institution located at 4555 Lake Forest Drive in Cincinnati, Ohio, United States. With a team of experienced wealth advisors and financial experts, Viceroy Wealth Counsel provides personalized financial planning and investment management services to high-net-worth individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Viceroy Wealth Counsel offers tailored solutions to help you achieve your financial goals. Trust in Viceroy Wealth Counsel to guide you towards a secure and prosperous financial future.

Quadrivium Advisors, Inc. is a leading financial advisory firm based in Cincinnati, Ohio. Our team of experienced professionals is dedicated to providing personalized investment strategies and wealth management solutions to help our clients achieve their financial goals. Located at 4555 Lake Forest Drive, our office is conveniently situated to serve clients in the greater Cincinnati area and beyond. At Quadrivium Advisors, we pride ourselves on our commitment to excellence and our unwavering dedication to client satisfaction. Contact us today to learn more about how we can help you secure a brighter financial future.

Overbeck Auto Services is a family-owned and operated car repair institution located at 1793 East Ohio Pike in Amelia, Ohio. Our experienced technicians offer full-service automotive care and repairs for any make or model of car, truck, or SUV. With locations in Madisonville, Springdale, and Amelia, our team is dedicated to getting you back on the road quickly and safely. From oil changes to engine repairs, we do it all with a focus on customer service. We offer free inspections, loaner cars, shuttle service, and financing options to make your experience as convenient as possible. Our customers trust us for our quality work and clear communication. Visit Overbeck Auto Services for the best auto repair in Cincinnati, OH!

The Litwin Group is a finance institution located at 9999 Carver Road in Cincinnati, Ohio, United States. Our personalized approach focuses on understanding your core values and goals, as well as your family dynamics and future aspirations. We recognize that the market, economy, and client needs are constantly evolving, and we prioritize what is appropriate for our clients over fleeting trends. Our process is designed to help clients progress towards their financial goals by staying proactive and informed. Each client is unique, and we tailor our services through in-depth discovery, analysis, and organization. The Litwin Group is dedicated to providing personalized financial guidance and support to help clients navigate the complexities of investing and wealth management. (Form CRS Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com) Your privacy and financial security are important to us, and we are committed to transparency and providing important disclosures to our clients. Investing involves risk, including the potential loss of invested principal.

RIMONARK Advisors, LLC is a finance institution located at 11427 Reed Hartman Highway in Cincinnati, Ohio, United States. Our team is dedicated to helping business owners confidentially sell their businesses, providing guidance on maximizing wealth generation potential and navigating through uncertain times. With decades of expertise in buying, selling, and building businesses of all sizes and industries, we offer strategic advice based on proven methodologies and global best practices. Our goal is to help visionary business owners achieve their full potential, grow sales, improve profitability, and plan for successful business exits. Let us help you complete your story and preserve your family wealth for generations to come. Contact us today to start a conversation and learn more about how we can assist you in realizing the full potential of your business.

Harvest Financial Advisors is a reputable finance institution located at 8840 Cincinnati Dayton Road in Olde West Chester, Ohio, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a commitment to excellence and a focus on building long-term relationships, Harvest Financial Advisors is your trusted partner in navigating the complexities of the financial world. Contact us today to start securing your financial future.

Kimberly Thompson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 225 Pictoria Drive, Cincinnati, Ohio, United States. Kimberly Thompson 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kimberly Thompson specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Kimberly Thompson is dedicated to upholding the highest standards of ethics and professionalism in the financial industry.

Kelly Financial Planning is an independent, fee-only financial planning and advisory firm located at 9435 Waterstone Boulevard in Cincinnati, Ohio. Specializing in finance and health, our firm offers hands-on financial guidance and education through hourly services that are accessible to all. By integrating your financial goals with your life plan, we help you take concrete steps towards achieving your ambitions and finding lasting financial security. Regardless of your net worth or income, we work closely with our clients to define their life goals and develop personalized financial strategies to support their vision. As a fee-only, fiduciary advisor, we do not sell securities or financial products, ensuring that our advice is always tailored to your needs and best interests.

Richard Sears - Ameriprise Financial Services, Inc. is a reputable finance institution located at 225 Pictoria Drive in Cincinnati, Ohio, United States. With a focus on providing personalized financial planning and investment services, their team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, Richard Sears - Ameriprise Financial Services, Inc. offers a range of comprehensive financial solutions tailored to meet your individual needs. Trust in their expertise and commitment to excellence for all your financial planning needs.

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.

Francisco Armada - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11145 Reading Road, Cincinnati, Ohio, United States. The institution offers a range of certifications and designations to ensure that their advisors are equipped to provide expert financial advice to individuals in various situations. Some of the certifications offered include 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 cover a wide range of financial planning topics, ensuring that advisors are well-equipped to provide comprehensive and tailored financial advice to clients. The institution also offers specialized training for advisors looking to serve military personnel and veterans through the Certified Military Financial Advisor® (CFMA®) designation. With a focus on ethics, expertise, and professionalism, Francisco Armada - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to their clients.

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.

Edward Jones - Financial Advisor: Neil Mayo is a reputable finance institution located at 5520 Harrison Avenue in Cincinnati, Ohio, United States. As a trusted financial advisor, Neil Mayo provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones and Neil Mayo are committed to helping individuals and families navigate the complexities of the financial world and secure their financial futures. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Edward Jones - Financial Advisor: Neil Mayo is dedicated to providing expert guidance and support every step of the way.

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.

Taft Advisors is a prestigious finance institution located at 5513 Cleander Drive in Cincinnati, Ohio, United States. Our team of experienced financial experts are dedicated to providing top-notch financial advice and services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your wealth, Taft Advisors is here to help guide you every step of the way. Trust Taft Advisors to provide personalized financial solutions tailored to your individual needs.

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.

Constellation Wealth Advisors, located at 255 East 5th Street in Cincinnati, Ohio, is a finance institution dedicated to providing personalized advisory services tailored to your unique financial situation. Our team of advisors is carefully curated to meet your specific needs and help you navigate your total balance sheet with confidence. Recognized for our exceptional service, Constellation Wealth Advisors was awarded on 4/26/23 based on data from the years 2018-2022. We take pride in not charging any application fees, as we believe in providing transparent and accessible financial guidance to our clients.

Johnson Trust Company is a reputable finance institution located at 3777 West Fork Road in Cincinnati, Ohio, United States. With a strong commitment to providing exceptional financial services, Johnson Trust Company is dedicated to helping their clients achieve their financial goals. Whether you are looking for investment advice, trust services, or estate planning, the experienced professionals at Johnson Trust Company are here to assist you every step of the way. Trustworthy, reliable, and customer-focused, Johnson Trust Company is the go-to institution for all your financial needs.

Schulhoff & Co Inc is a renowned finance institution located at 9370 Main Street in Cincinnati, Ohio, United States. With a strong reputation for providing top-notch financial services, Schulhoff & Co Inc offers a wide range of financial solutions to individuals and businesses. Whether you are looking for investment advice, retirement planning, or wealth management services, their team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Schulhoff & Co Inc for all your financial needs and experience the difference that personalized service and expertise can make.