Financial advisory for businesses in Cincinnati, Ohio

Fractional CFO Plus, located at 5909 Stewart Avenue in Cincinnati, Ohio, offers experienced fractional leadership to work with businesses in improving their current value and preparing for the future. Executive Pro Tem provides talent and expertise that many businesses may not be able to afford on a full-time basis. Whether filling a talent gap, providing a sounding board for decision-making, or assisting with financial and strategic leadership, Fractional CFO Plus can help businesses navigate challenges and plan for long-term success. With headquarters in Cincinnati, they are conveniently located to serve Ohio, Kentucky, Indiana, and surrounding areas. Owner Dan Hackett, a seasoned business consultant, has helped over 250 companies and has a passion for helping entrepreneurs succeed. With a background in executive and financial management, Dan works with business owners to diagnose issues, implement improvements, and make informed financial decisions. Whether you need a long-term engagement or a one-day strategic planning session, Fractional CFO Plus can help your business thrive. Contact them at (513) 515-6175 or [email protected] for more information.

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.

PNC Private Bank is a prestigious financial institution located at 201 East 5th Street in Cincinnati, Ohio, United States. As a leading provider of personalized wealth management services, PNC Private Bank offers tailored solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, PNC Private Bank is dedicated to providing exceptional service and expertise to high-net-worth individuals and families. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets for future generations, PNC Private Bank is here to help you navigate the complexities of the financial world with confidence and peace of mind.

ComStock Advisors is a leading finance institution located at 36 East 7th Street in Cincinnati, Ohio, United States. With a team of experienced advisors, we provide comprehensive financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, our experts are dedicated to providing personalized solutions tailored to each client's unique needs. Trust ComStock Advisors to guide you towards a secure financial future.

Labrador Investments, LLC is a finance institution located at 9826 Cincinnati Columbus Road in Ohio, United States. Specializing in investment management and financial advisory services, Labrador Investments, LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Labrador Investments, LLC is here to help you every step of the way.

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.

Anisha Bailey, EA, MSEL | Tax Debt IRS Audit Help is a finance institution located at 4555 Lake Forest Drive, Cincinnati, Ohio, United States. Taxley offers a 2-year Enrolled Agent career training and mentorship program that combines business, finance, accounting, and law to prepare students for corporate, government, and small business careers in tax law and consulting. The curriculum includes accounting, business, personal finance, and tax law, with a focus on real-world application. Students receive structured exam preparation to pass the rigorous EA exam on the first attempt. The institution emphasizes business coaching, tax advisory, and IRS procedure to help students resolve tax compliance controversies and provide litigation support. Taxley fosters a supportive community of like-minded individuals, facilitating long-term friendships and business relationships. Through career expos and volunteer opportunities, students engage with employer partners to enhance exposure and employment prospects.

Stifel is a leading finance institution located at 9999 Carver Road in Cincinnati, Ohio, United States. With a strong reputation for excellence in financial services, Stifel offers a wide range of investment solutions to help clients achieve their financial goals. Whether you are looking for wealth management, investment banking, or advisory services, the experienced professionals at Stifel are dedicated to providing personalized solutions to meet your needs. Trust Stifel to help you navigate the complexities of the financial world and secure your financial future.

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.

CPN Legal, located at 9624 Cincinnati Columbus Road in Cincinnati, Ohio, is a trusted advisor to attorneys and law firms for over a decade. Specializing in accounting and finance, CPN Legal offers value-added advisory services to help clients focus on the success of their business. With a team of 20 professionals, CPN Legal provides accounting, bookkeeping, and KPI analysis services to over 300 clients nationwide. The institution offers a full menu of law firm accounting and bookkeeping services, tailored to the specific needs of solo practitioners, boutique firms, and large partnerships. CPN Legal is experienced in implementing QuickBooks Online and integrating it with Clio practice management system, providing comprehensive training on legal compliance and trust accounting.

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.

The Lyon Group is a finance institution located at 4357 Ferguson Drive, Cincinnati, Ohio, United States. They are dedicated to serving professional advisors and helping individuals clarify their financial goals, stay on track, and make a plan. With over 70 years of experience, they have been helping professionals, families, and businesses navigate financial complexity. The institution focuses on integrating all components of a client's financial life into one clear picture, ensuring loved ones are secure with insurance and estate planning strategies, and developing investment plans tailored to individual goals and values. They emphasize that true wealth is more than just money and strive to understand each client's core values.

Thomas Unger, located at 3825 Edwards Road in Cincinnati, Ohio, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, our team is committed to providing expert guidance and seamless financial management for both individuals and institutions. From investment strategies to trust management and comprehensive financial planning, we offer a full suite of services to ensure stability for today and for future generations. As part of the Rockefeller network, we provide access to exclusive experiences and concierge services through our Lifestyle Advisory partners. Led by a dedicated team of professionals, we strive to create an unbroken chain of objective, holistic, and relevant advice for every step of your wealth journey. With a commitment to empowering decision-making and maximizing success, Thomas Unger is here to help you navigate the complexities of family and wealth with confidence.

Gearhart & Associates is a finance institution located at 9301 Montgomery Road in Cincinnati, Ohio, United States. At Gearhart & Associates, our clients always come first, and we prioritize their best interests. We take a conservative approach to help our clients grow their finances, focusing on providing reasonable returns with less risk, lower taxes, and competitive fees. Our team values integrity above all else, choosing investments based on how well they meet objectives rather than quotas. We aim to provide valued, trusted advice for all aspects of our clients' financial lives. Visit us at 9301 Montgomery Road Suite 2A in Cincinnati to learn more about how we can help you achieve your financial goals.

Douglas Sand Accounting is a reputable accounting firm located at 701 Jefferson Avenue in Cincinnati, Ohio. Specializing in finance and accounting services, our team of experienced professionals is dedicated to helping individuals and businesses manage their financial affairs with precision and expertise. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are committed to providing top-notch service tailored to meet your specific needs. Trust Douglas Sand Accounting for all your financial needs in the Cincinnati area.

Grant Thornton LLP is a leading accounting and finance institution located at 3825 Edwards Road in Cincinnati, Ohio, United States. With a strong reputation for providing high-quality services to clients, Grant Thornton LLP offers a wide range of financial and advisory services to businesses of all sizes. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate complex financial challenges. Whether you are looking for tax planning, auditing, or financial consulting services, Grant Thornton LLP is committed to delivering personalized solutions that meet your specific needs.

Insight Accounting Solutions is a premier accounting and finance institution located at 4439 Reading Road in Cincinnati, Ohio, United States. Our team of experienced professionals offers a wide range of accounting services to individuals and businesses, including tax preparation, bookkeeping, payroll services, and financial planning. With a commitment to accuracy, integrity, and personalized service, we strive to provide our clients with the insights they need to make informed financial decisions. Visit us today to see how Insight Accounting Solutions can help you achieve your financial goals.

Slye Accounting is a reputable accounting and finance institution located at 11925 Montgomery Road in Cincinnati, Ohio, United States. With a team of dedicated professionals, Slye Accounting offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. Whether you need assistance with your personal finances or help managing your business accounts, Slye Accounting is here to provide expert guidance and support. Trust Slye Accounting to help you achieve your financial goals with precision and efficiency.

Fermann & Co: Buerger Bernard CPA is a reputable accounting and finance institution located at 4449 Mount Carmel Tobasco Road in Cincinnati, Ohio, United States. With a team of experienced certified public accountants, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, auditing, consulting, and financial planning. Clients can trust Fermann & Co to provide professional and reliable financial guidance to help them achieve their goals.

The Ridge Group is a leading accounting and finance institution located at 5818 Pandora Avenue in Cincinnati, Ohio, United States. With a team of experienced professionals, The Ridge Group offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Clients can trust The Ridge Group for accurate and reliable financial guidance to help them achieve their financial goals.

Waldman & Co is a well-established accounting and finance institution located at 4500 Cooper Road in Cincinnati, Ohio. With over 45 years of experience serving the Greater Cincinnati Community, our team of highly experienced CPA's specializes in financial and tax planning, as well as tax filing compliance. We offer expert tax return filing services for all types of business entities, as well as family tax compliance for high net worth individuals, including personal tax returns, family partnerships/LLCs, trusts, and estate tax returns. Our focus is on minimizing overall tax liabilities for individuals in coordination with their family businesses and related entities. We also provide comprehensive financial and business advisory services to help clients maximize their bottom line. Choose Waldman & Co for expert accounting and finance services tailored to your unique needs.

Delta Ave & Widman Pl is a bustling transit station located in Cincinnati, Ohio, United States. This vibrant hub serves as a key transportation link for locals and visitors alike, offering easy access to various destinations in the city. With its convenient location and efficient services, Delta Ave & Widman Pl is a popular choice for commuters looking to navigate Cincinnati's bustling streets. Whether you're heading to work, school, or simply exploring the city, this transit station provides a seamless and reliable travel experience.

J.P. Morgan Investment Management, located at 8044 Montgomery Road, Cincinnati, Ohio, United States, is a leading finance institution that helps individuals, families, businesses, and institutions build stronger portfolios through their unique perspective. With over a century of experience, they work with clients and partners to drive better outcomes for the future. By subscribing to their weekly email updates, you can stay informed about market trends and investment opportunities. Please note that investing involves risk, including the possible loss of principal. J.P. Morgan Asset Management offers a range of financial products and services, but it is important to seek personalized advice before making any investment decisions. They are committed to protecting your privacy and adhere to strict data protection policies. Please visit their website for more information.

The Acanthus Group, LLC, located at 14 West 15th Street in Cincinnati, Ohio, has been dedicated to the restoration of historic structures since 1993. Specializing in revitalizing buildings while maintaining their original charm, we work on a range of properties from single-family homes to multi-unit apartment complexes. Our goal is to transform neighborhoods into thriving communities by preserving the heritage of each property we acquire. Our property management services ensure a pleasant rental experience for tenants, matching them with our modern, upscale properties. We are committed to sustainable building practices and are proud to be LEED certified. By embracing and preserving the unique architecture of each structure we restore, we contribute to the revival of wonderful communities. Our work in the historic Over-the-Rhine neighborhood in Cincinnati has been instrumental in its transformation from a distressed area to a highly sought-after place to live.

Welcome to the official website of the Darke County Commissioners, your local government office dedicated to serving the residents of Darke County, Ohio. Located at 520 South Broadway Street, Greenville, Ohio 45331, our office is committed to ensuring effective governance and the well-being of our community. As one of Ohio's counties, Darke County operates under the general statutory law and does not possess home rule authority. This means that our county officials, including the three county commissioners, act only as authorized by state law to fulfill their responsibilities. The commissioners serve as the county's general administrative body, overseeing tasks such as taxation, budgeting, appropriating, purchasing, and maintaining county property.

Welcome to the Darke County Treasurer's Office Located at 504 South Broadway Street, Greenville, Ohio, the Darke County Treasurer's Office is a vital component of the local government infrastructure. Our office is dedicated to serving the financial and administrative needs of Darke County, ensuring that the county’s fiscal responsibilities are met with transparency, accuracy, and efficiency.

Welcome to the Darke County Engineer's Office, a vital part of the local government infrastructure located at 504 South Broadway Street, Greenville, Ohio. As a cornerstone of county operations, our office is dedicated to maintaining and enhancing the transportation framework and essential public works that serve the residents of Darke County. Our primary responsibilities include planning, designing, constructing, and maintaining the county road system, as well as overseeing the upkeep of county and township bridges. We also manage bridges within municipalities that are on through routes. Our work is crucial for ensuring the safety and efficiency of the local transportation network, and it is funded through dedicated motor vehicle license and gasoline taxes.

Welcome to the official website of the Darke County Coroner's Office, located at 504 South Broadway Street, Greenville, Ohio 45331, United States. As a vital component of the local government, the Darke County Coroner plays a crucial role in the justice system, ensuring thorough investigations into deaths resulting from criminal activity, accidents, or other unusual circumstances. Led by Dr. Tim Kathman, the coroner's office is committed to providing accurate determinations of cause and manner of death. Our work involves collaborating with law enforcement agencies, the county prosecutor, and other relevant parties to prepare cases for trial. We conduct inquests, autopsies, x-rays, and toxicology tests, and often provide expert testimony in court cases.

Welcome to JLL, your trusted real estate agency located at 312 Walnut Street, Cincinnati, Ohio. At JLL, we specialize in providing comprehensive real estate solutions tailored to meet your unique needs. Whether you're looking to buy, lease, or invest in commercial properties, our expert team is here to help you navigate the dynamic real estate market with ease. Explore our extensive portfolio of properties available for sale or lease across the United States, and discover the perfect location to suit your business or investment goals. Our dedicated professionals are ready to assist you in finding the right property to enhance your investment portfolio or create environments that attract tenants, employees, and buyers.

Welcome to Evelo Group, located at 312 Walnut Street, Cincinnati, Ohio. As a premier financial advisory firm, we are proud to serve successful families across the United States with over four decades of experience. Our dedicated team of 28 professionals brings a diverse range of expertise, enabling us to craft innovative strategies tailored to the unique needs of substantial wealth management. With $8.03 billion in assets under management as of February 29, 2024, our clients trust us to simplify their financial lives, allowing them to focus on what truly matters. We work closely with you to develop customized financial strategies aimed at managing current risks, achieving personal goals throughout life, and preserving wealth for future generations.