TOP 30 Individual investment advisory in Harrison, Ohio

5 results found

Affinity Wealth Advisors is a finance institution located at 8170 Corporate Park Drive in Cincinnati, Ohio. Founded by Sharon Harrison, who has over 20 years of experience in financial planning, and Alan Schauer, a seasoned advisor with a background in science and business. Together, they offer clients trustworthy and personalized financial advice to help them achieve their life goals. Sharon Harrison is known for her dedication to helping clients define their dreams and create a plan to reach their goals. She holds the Chartered Financial Consultant (ChFC) designation and is actively involved in the community through various organizations.

Fifth Third Preferred - Steve Tuchfarber is a finance institution located at 10477 Harrison Avenue in Harrison, Ohio, United States. This institution offers a range of financial services tailored to meet the needs of their preferred clients. With a focus on personalized service and expert financial advice, Fifth Third Preferred - Steve Tuchfarber is dedicated to helping individuals and businesses achieve their financial goals.

Raymond James Financial Services, located at 6570 Harrison Avenue in Cincinnati, Ohio, is a reputable finance institution that offers a wide range of financial services to individuals and businesses. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Raymond James Financial Services is committed to providing personalized solutions to meet your specific needs. Trust in Raymond James to guide you towards financial success and peace of mind.

H&R Block is a renowned accounting and finance institution located at 3154 Harrison Avenue in Cincinnati, Ohio, United States. With a reputation for excellence in tax preparation and financial services, H&R Block offers expert guidance and support to individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or investment strategies, H&R Block is a trusted partner for all your accounting and finance needs.

First Financial Bank & ATM, located at 6300 Harrison Avenue in Cincinnati, Ohio, offers a range of financial services including banking, ATM access, and wealth advisory. With a team of Wealth Advisors, clients can receive personalized assessments and guidance for their financial situation. The institution also offers competitive rates such as a 4.50% APY money market rate and a 5.00% APY 5-month CD special. Clients can leverage their home equity for big projects and benefit from fee-free ATM access with Choice Checking accounts. Additionally, First Financial Bank is committed to supporting communities through lending and investments in low- and moderate-income areas. Their online resources provide helpful articles and tips for building a successful financial future. By enrolling in online banking, clients can access a range of services for individuals and small/medium-sized businesses. With a focus on personalized service and community support, First Financial Bank strives to help clients improve their financial well-being.