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TOP 30 Philanthropic services in Cincinnati, OH
7 results found
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CAPTRUST
CAPTRUST is a finance institution located at 9078 Union Centre Boulevard in West Chester Township, Ohio, United States. Our office specializes in providing wealth management services to high-net-worth individuals, business owners, and families in Cincinnati, Milford, West Chester Township, and surrounding areas. Our team of financial advisors is dedicated to helping clients with wealth planning, portfolio management, family governance, philanthropic strategies, and more. We offer tailored solutions to address each client's unique challenges and keep their needs at the forefront.
Oxford Financial Group, Ltd.
Oxford Financial Group, Ltd. is a finance institution located at 221 East 4th Street in Cincinnati, Ohio, United States. With over 43 years of experience, we specialize in providing multigenerational estate planning advice and innovative investment solutions to families and institutions. Our core belief is in working closely with our clients to help them achieve their financial goals. We offer a range of charitable giving vehicles, including Private Foundations, to assist clients in fulfilling their philanthropic aspirations. Oxford Financial Group, Ltd. is an independent registered investment advisor, providing financial planning services to individual clients. We are proud to have been included in the Financial Advisor’s RIA Survey & Ranking, based on our assets and services provided.
Merrill Lynch Financial Advisor Michael L Andrews
Merrill Lynch Financial Advisor Michael L Andrews, located at 5905 East Galbraith Road in Cincinnati, Ohio, is dedicated to providing personalized financial solutions for high-net-worth individuals, their families, and businesses. With a focus on risk tolerance, time horizon, and liquidity needs, Michael helps clients meet their short- and long-term financial goals. As a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor, he offers expertise in retirement income planning and wealth transfer solutions. Through the Merrill Personal Wealth Analysis™ process, Michael works with clients to develop customized plans centered on their goals and priorities. With a consultative and objective approach, he aims to help clients navigate life transitions and achieve financial success. By engaging clients in the decision-making process and providing ongoing support, Michael strives to help clients stay on track to achieve what matters most to them. Whether it's planning for retirement, saving for a home, or funding a child's education, Michael is committed to educating clients about investing and empowering them to make informed decisions. With access to a range of capabilities, including estate planning services and philanthropic solutions, Michael helps clients address fluctuations in the market and changes in their lives. By building a personalized investment approach tailored to each client's unique needs and priorities, Michael aims to help clients live their best financial life.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank, located at 425 Walnut Street in Cincinnati, Ohio, offers personalized financial services to individuals and families. Our team of experts works with a diverse range of clients, including retirees, business owners, and corporate executives, to help them achieve their wealth goals. We are dedicated to creating genuine connections with our clients and community, and believe in giving back through philanthropic efforts. With a focus on retirement income customization, business succession planning, and a range of investment and insurance products, we strive to help our clients secure their financial future. Contact us today to learn more about how we can help you work towards the life and legacy you envision.
PNC Private Bank
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.
Bank of America Private Client Advisor Frank Nicholas Hotze
Bank of America Private Client Advisor Frank Nicholas Hotze, located at 312 Walnut Street in Cincinnati, Ohio, is a premier finance institution offering personalized wealth management services. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from our team of talented and experienced individuals dedicated to building strong client relationships based on trust and personal experience. Our team takes the time to listen and learn about you and your family before creating strategies to meet your needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and resources to achieve financial objectives. Whether you are looking to preserve wealth, build philanthropic legacies, or plan for future growth, our commitment is to make your goals our priority. We pride ourselves on our history of serving clients' best interests and value innovation in a constantly transforming world. By providing disciplined financial strategies and a bridge across generations, we help clients anticipate and respond to evolving markets and financial complexities. Please note that leaving the Bank of America Private Bank's website will direct you to FINRA'S BrokerCheck. For legal, tax, or accounting advice, consult your advisors before making any financial decisions. Invest with caution, as there is always the potential of losing money.
Merrill Lynch Financial Advisor J Brian DeGroft
Merrill 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.
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