Management consulting in Cincinnati, Ohio
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Fifth Third Private Bank - Sam Pate
● ClosedFifth Third Private Bank - Sam Pate is a prestigious financial institution located at 9280 Montgomery Road in Cincinnati, Ohio, United States. As a private bank, they offer personalized financial services tailored to meet the unique needs of their clients. With a focus on wealth management, investment strategies, and estate planning, Fifth Third Private Bank - Sam Pate provides expert advice and guidance to help individuals and families achieve their financial goals. With a reputation for excellence and a commitment to client satisfaction, this institution is a trusted partner for those seeking comprehensive financial solutions.
9280 Montgomery Rd Suite 300B, Cincinnati, OH 45242, United States -
Corient
● ClosedCorient is a finance institution located at 4030 Smith Road in Cincinnati, Ohio, United States. We offer comprehensive family office services that are designed to manage wealth from a 360-degree perspective. Our goal is to exceed expectations, simplify lives, and help establish lasting legacies for our clients. At Corient, we leverage an exclusive network of experts to help our clients achieve their personal and professional financial goals. As fiduciaries, we always put our clients first and prioritize their financial well-being. Our assets, as of December 31, 2023, include those of the firms we have acquired or invested in. We adhere to strict regulatory standards and ensure that our clients' assets are managed responsibly.
4030 Smith Rd Suite 140, Cincinnati, OH 45209, United States -
Fifth Third Private Bank - Christopher Weingartner
● ClosedFifth Third Private Bank - Christopher Weingartner is a prestigious financial institution located at 9280 Montgomery Road in Cincinnati, Ohio, United States. With a focus on providing personalized wealth management services, Christopher Weingartner and his team offer tailored solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or preserve your wealth for future generations, Fifth Third Private Bank is dedicated to providing expert guidance and exceptional service to meet your needs. Experience the difference of working with a trusted advisor at Fifth Third Private Bank - Christopher Weingartner.
9280 Montgomery Rd Suite 300B, Cincinnati, OH 45242, United States -
Douglas Sand Accounting
● ClosedDouglas 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.
701 Jefferson Ave, Cincinnati, OH 45215, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 947 Hempstead Drive in Cincinnati, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch solutions tailored to meet your specific needs. Trust H&R Block to help you navigate the complexities of financial management with ease and confidence.
947 Hempstead Dr Ste 9, Cincinnati, OH 45231, United States -
Liberty Tax
● ClosedLiberty Tax is a trusted finance institution located at 916 Hempstead Drive in Cincinnati, Ohio, United States. With a team of knowledgeable professionals, Liberty Tax offers a wide range of financial services to help individuals and businesses manage their taxes and finances effectively. Whether you need assistance with tax preparation, financial planning, or any other financial services, Liberty Tax is here to provide expert guidance and support. Trust Liberty Tax to help you navigate the complexities of the financial world and achieve your financial goals.
916 Hempstead Dr Suite C, Cincinnati, OH 45231, United States -
Gutzwiller Tax & Accounting
● ClosedGutzwiller Tax & Accounting is a reputable financial institution located in Cincinnati, Ohio. Specializing in accounting and finance services, they offer expert guidance and support to individuals and businesses in managing their tax and financial needs. With a commitment to excellence and a team of experienced professionals, Gutzwiller Tax & Accounting is dedicated to providing top-notch financial solutions to help clients achieve their financial goals. Visit their office at 9109 Montgomery Road for personalized and professional financial services.
9109 Montgomery Rd, Cincinnati, OH 45242, United States -
H&R Block
● ClosedH&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.
9982 Kings Automall Dr, Cincinnati, OH 45249, United States -
TH3 CPA
● ClosedTH3 CPA is a reputable accounting and finance institution located at 7791 Cooper Road in Cincinnati, Ohio, United States. Our team of certified public accountants (CPAs) is dedicated to providing high-quality financial services to individuals and businesses. With expertise in tax preparation, bookkeeping, auditing, and financial planning, we strive to help our clients achieve their financial goals. Whether you need assistance with managing your personal finances or navigating complex business transactions, TH3 CPA is here to help. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.
7791 Cooper Rd suite f, Cincinnati, OH 45242, United States -
Elliott Stapleton, Attorney with CMRS Law
● ClosedElliott Stapleton, Attorney with CMRS Law, located at 123 Boggs Lane, Cincinnati, Ohio, United States, offers a range of legal services including Business Formation, Commercial Transactions, Estate Planning, Probate, and Trust Administration. Elliott works closely with individual clients to create clear and concise estate plans to protect their assets. He also provides advice to business owners on maintaining legally sound businesses, protecting intellectual property, and creating customized agreements for commercial and technology transactions. Most legal services are offered at flat rates tailored to each client's specific goals. Elliott offers video consultations and signings for client convenience. He provides guidance on estate planning, probate, trust administration, and asset protection, helping clients develop the best planning based on their family's goals. Elliott also offers insights on various legal topics through articles, summaries, and checklists. With a background in business law, Elliott advises management on entity selection, contract creation, intellectual property protection, and risk management. He also provides outside general counsel to businesses of all sizes, from start-ups to established companies. Elliott's expertise in estate planning, probate, and business law is supported by his experience working with multinational corporations and the Internal Revenue Service. With a Juris Doctorate from the University of Louisville School of Law, Elliott is dedicated to helping clients navigate complex legal matters to achieve their goals.
123 Boggs Ln 1st Floor, Cincinnati, OH 45246, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 5477 North Bend Road in Cincinnati, Ohio, United States. With a strong reputation for providing expert tax preparation services, financial advice, and investment planning, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the financial world and achieve their financial goals. Whether you need assistance with tax filing, retirement planning, or investment management, H&R Block is committed to providing personalized and comprehensive solutions to meet your needs.
5477 N Bend Rd Ste 802, Cincinnati, OH 45247, United States -
Dennis R Link & Co
● ClosedDennis R Link & Co is a reputable accounting and finance institution located at 5630 Bridgetown Road in Cincinnati, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Dennis R Link & Co can help you navigate the complexities of financial management with personalized solutions tailored to your specific needs. Trustworthy, reliable, and dedicated, they are committed to helping their clients achieve their financial goals.
5630 Bridgetown Rd, Cincinnati, OH 45248, United States -
Barnes Dennig
● ClosedBarnes 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.
150 E 4th St, Cincinnati, OH 45202, United States -
Hannegan & Associates, CPAs
● ClosedHannegan & Associates, CPAs is a financial institution located at 2712 Erie Avenue in Cincinnati, Ohio, United States. Specializing in accounting and finance, we offer a range of services to help guide individuals and businesses towards a healthy financial future. Our team can assist with payroll processing, tax services, estate and trust management, and more. We also provide online apps for easy business transactions. Let us take the stress out of managing your finances so you can focus on what matters most. Visit us today to learn how we can help you thrive in the ever-changing financial landscape.
Bank Building, 2712 Erie Ave UNIT 301, Cincinnati, OH 45208, United States -
Merrill Lynch Financial Advisor J Brian DeGroft
● ClosedMerrill Lynch Financial Advisor J Brian DeGroft, located at 5905 East Galbraith Road, Cincinnati, Ohio, United States, is a finance institution led by Senior Vice President & Wealth Management Advisor, J. Brian DeGroft, CIMA®, CPFA, with 30 years of experience. Brian and his team, The Renie DeGroft Arthur Hall Group, offer customized wealth management advice and fiduciary services to high net worth individuals and institutional clients. Brian's expertise includes Investment Management, Retirement Income Planning, Wealth Structuring, Philanthropic Solutions, and more. His team of specialists at Merrill, Bank of America, and Bank of America Private Bank provide clients with personalized financial solutions. Brian believes in building strong client relationships based on trust and personalized service, focusing on the client's goals and priorities. Through conversations and the Investment Personality Assessment, Brian helps clients develop personalized financial approaches to pursue their long-term goals. With access to the resources of Merrill and Bank of America, Brian works with clients to manage, grow, and preserve their wealth while considering their evolving needs and life changes. The mission of Merrill Lynch Financial Advisor J Brian DeGroft is to understand each client's unique circumstances and help them achieve their financial goals through tailored solutions and ongoing support.
5905 E Galbraith Rd, Cincinnati, OH 45236, United States -
The Lucien Schoster Smith Team - Morgan Stanley
● OpenThe Lucien Schoster Smith Team at Morgan Stanley is a leading financial institution located at 7755 Montgomery Road in Cincinnati, Ohio, United States. Specializing in wealth management and investment services, our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. With a focus on building long-term relationships and providing top-notch customer service, we are committed to helping our clients secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.
7755 Montgomery Rd Suite 200, Cincinnati, OH 45236, United States -
Andrew W Swallender - Morgan Stanley
● OpenAndrew W Swallender - Morgan Stanley is a finance institution located at 7755 Montgomery Road in Cincinnati, Ohio. As a branch of the prestigious Morgan Stanley, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Andrew W Swallender - Morgan Stanley provides personalized investment strategies, wealth management solutions, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial stability, this institution is dedicated to helping you navigate the complex world of finance with confidence and success.
7755 Montgomery Rd 2nd Floor, Cincinnati, OH 45236, United States -
Phillip Brann - Morgan Stanley
● OpenPhillip Brann - Morgan Stanley is a reputable finance institution located at 7755 Montgomery Road in Cincinnati, Ohio, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. The team at Phillip Brann - Morgan Stanley is dedicated to delivering personalized and professional service to each client, ensuring that their financial needs are met with expertise and care. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Phillip Brann - Morgan Stanley is committed to helping you navigate the complex world of finance with confidence and success.
7755 Montgomery Rd 2nd Floor, Cincinnati, OH 45236, United States -
Jacob Lindsey - Morgan Stanley
● OpenJacob Lindsey - Morgan Stanley is a reputable finance institution located at 7755 Montgomery Road in Cincinnati, Ohio, United States. With a strong focus on providing top-notch financial services and wealth management solutions, the team at Jacob Lindsey - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with your portfolio, the experienced professionals at this institution are here to help you every step of the way. Trust Jacob Lindsey - Morgan Stanley to provide you with expert financial guidance and personalized solutions tailored to your unique needs.
7755 Montgomery Rd 2nd Floor, Cincinnati, OH 45236, United States -
Gift Planning
● OpenGift Planning is a leading institution located at 1105 Elm Street in Cincinnati, Ohio, United States. We specialize in helping individuals and organizations create thoughtful and strategic plans for giving back to their communities. Our team of experts provides personalized guidance on charitable donations, estate planning, and financial philanthropy to ensure that your gifts make a lasting impact. Whether you are looking to support a specific cause, maximize your tax benefits, or leave a legacy for future generations, Gift Planning is here to help you achieve your philanthropic goals. Visit us today to start planning your gift for a better tomorrow.
1105 Elm St, Cincinnati, OH 45202, United States -
Joslyn Law Firm
● OpenThe Joslyn Law Firm, located in Cincinnati, Ohio, is a top criminal and DUI defense firm led by managing lawyer Brian Joslyn, recognized as one of Ohio's top criminal lawyers. With a focus on achieving the best possible results for their clients, the firm has successfully handled thousands of criminal cases, working to get charges dismissed or reduced. The attorneys at Joslyn Law Firm are dedicated to protecting their clients' best interests and fighting for the results they deserve. One notable case involved a local painter who was charged with murder after defending his wife from a gunman. After nearly two years in jail, the client was found Not Guilty on all charges following a two-week trial. In another case, a construction worker faced OVI, Vehicular Homicide, and Vehicular Manslaughter charges after a fatal accident, but was acquitted on all counts after a three-day trial.
1117 Broadway, Cincinnati, OH 45202, United States -
J. Arthur Sheil & Associates, LLC
● ClosedJ. Arthur Sheil & Associates, LLC is a reputable financial services firm located at 4030 Mount Carmel Tobasco Road in Cincinnati, Ohio. With a team of experienced professionals, they offer a wide range of financial planning and investment services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, wealth management, or estate planning, J. Arthur Sheil & Associates, LLC can provide personalized solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
4030 Mt Carmel Tobasco Rd #311, Cincinnati, OH 45255, United States -
Law Office of Ivan Tamarkin
● ClosedThe Law Office of Ivan Tamarkin is a reputable legal institution located at 119 East Court Street in Cincinnati, Ohio, United States. Specializing in various areas of law, Ivan Tamarkin and his team provide expert legal advice and representation to clients in need. With a strong commitment to serving the community and delivering successful outcomes, the Law Office of Ivan Tamarkin is a trusted choice for individuals seeking professional legal assistance. Contact them today for a consultation.
119 E Court St, Cincinnati, OH 45202, United States -
Schwartz & Schwartz
● OpenSchwartz & Schwartz is a reputable law firm located at 461 Fairview Place in Cincinnati, Ohio. With a team of experienced lawyers, they provide top-notch legal services to their clients. Specializing in various areas of law, including personal injury, family law, and criminal defense, Schwartz & Schwartz is dedicated to helping their clients navigate the complexities of the legal system. Whether you are facing a difficult legal challenge or simply need legal advice, you can trust Schwartz & Schwartz to provide you with the expert guidance and representation you need.
461 Fairview Pl, Cincinnati, OH 45219, United States -
HD Wealth Strategies of Raymond James
● ClosedHD Wealth Strategies of Raymond James is a finance institution located at 201 East 5th Street in Cincinnati, Ohio, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of wealth management services, including investment planning, retirement planning, estate planning, and more. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to make informed decisions about their finances. Trust HD Wealth Strategies of Raymond James to help you build and protect your wealth for the long term.
201 E 5th St #2500, Cincinnati, OH 45236, United States -
Herman Legal Group, LLC
● ClosedHerman Legal Group, LLC is a trusted and experienced immigration law firm located at 1-38 Triangle Park Drive in Cincinnati, Ohio. Our team of nationally-recognized immigration attorneys is committed to providing expert legal services for a variety of immigration and general legal matters in Cincinnati and surrounding areas. We truly care about our clients and their families, taking the time to understand their unique situations. Our team speaks 12 different languages, including Arabic, to better serve our diverse community. Although our headquarters are in Cleveland, Ohio, we have a dedicated office in Georgetown Village in Cincinnati. Our office hours are Monday to Friday from 8 am to 8 pm, and Saturday from 9 am to 2 pm. We are closed on Sundays.
Georgetown Village, 1-38 Triangle Park Dr, Cincinnati, OH 45246, United States -
M S G Tax Services
● OpenM S G Tax Services is a reputable accounting and finance institution located at 10970 Hamilton Avenue in Cincinnati, Ohio, United States. With a team of experienced professionals, we provide a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated staff is here to assist you every step of the way. Trust M S G Tax Services for all your accounting and finance needs.
10970 Hamilton Ave, Cincinnati, OH 45231, United States -
Tri-State Tax Services
● OpenTri-State Tax Services is a reputable accounting and finance institution located at 230 Northland Boulevard in Cincinnati, Ohio. With a team of expert tax professionals, they offer a wide range of tax services to individuals and businesses in the Tri-State area. Whether you need help with tax preparation, planning, or IRS representation, Tri-State Tax Services is dedicated to providing personalized and reliable solutions to meet your financial needs. Their commitment to excellence and customer satisfaction sets them apart as a trusted partner in managing your taxes and finances.
230 Northland Blvd # 114, Cincinnati, OH 45246, United States -
Roger K Thomas & Associates
● OpenRoger K Thomas & Associates is a reputable accounting and finance institution located at 2990 Jessup Road in Cincinnati, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, Roger K Thomas & Associates can provide expert advice and support to help you achieve your financial goals. Contact them today to learn more about how they can help you manage your finances effectively.
2990 Jessup Rd, Cincinnati, OH 45239, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 11794 Springfield Pike in Cincinnati, Ohio, United States. With a reputation for excellence in tax preparation and financial services, H&R Block offers a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax filing, bookkeeping, or financial planning, the experienced professionals at H&R Block are here to assist you every step of the way. Trust H&R Block for all your accounting and finance needs in Cincinnati.
11794 Springfield Pike, Cincinnati, OH 45246, United States
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