Cincinnati Financial Advisors

in Cincinnati, OH

Financial Advising Reviews in Cincinnati

A

Rating
They started promptly and thoroughly covered a lot of good financial material.__We learned a lot. Bring s sharpie or flow pen to write optimally.__Duration was just right and very good content.__I would highly recommend doing it and or using their services.__They also do tax work/accounting.
Fees are comparable to others. .. Ask for
Brown or
at 513-575-9654.
- GARTH P.
C

Rating
After reviewing the reports on Angie's List I decided to talk to Mr. Neess. We have a fairly large total sum of money to invest in both self-directed
accounts as well as in brokerage accounts. I have previously managed this through asset allocation in various mutual funds using
, but my wife and I have been thinking there are probably benefits to using a financial planner. Mr. Neess seems to be very knowledgeable in financial matters. He seems to be well connected with other professionals such as insurance agents and attorneys for estate planning, etc. He has a long history in the financial industry and operates as an independent advisor without any ties to specific companies. We decided not to use Mr. Neess primarily because his style and personality just didn't "click" with us. We figure we need to find somebody that we feel very comfortable with in order to trust them in advising us on our life savings. A couple of other points to note... Mr. Neess gets compensated by commissions on the products he sells. He indicated it would be completely clear up front who is getting paid and how much, but I am uncomfortable with this as it could generate a conflict of interest (check http://www.napfa.org for more information). Mr. Neess also indicated that he has been recruiting his client base over the past few months to submit reports on Angies List. I was a little uncomfortable knowing that the
reports I used as a basis for choosing him were solicited. Overall I don't doubt Mr. Neess qualifications or abilities to manage money, but he wasn't a good fit for our situation.
- DARIN B.

Cincinnati Financial Advising Articles

Financial Advising reviews in Cincinnati

A

Rating
Cincinnati Financial Planners Provider Name Locked
Schaser is a very knowledgeable and a caring advisor. It was our first time investing and he took the time to make sure we were clear on all aspects of our investments. He advised us on personal and work investments, home, auto and life insurance. He also advised us on a will.
- BETTY B.
A

Rating
Mr.
Cincinnati Financial Planners Provider Name Locked
and his staff went out of their way to resolve any problems that arose with our financials in a quick and efficient manner. They were extremely polite, courteous, and professional. Any issues or concerns were dealt with promptly. They made themselves available to us outside of traditional office hours to accommodate our schedules. They are very knowledgeable and work extremely hard to find the most favorable outcome possible. Mr.
Cincinnati Financial Planners Provider Name Locked
was especially patient in dealing with our many questions and concerns. With mr.
Cincinnati Financial Planners Provider Name Locked
's help, we were able to concentrate on operating the business without having to worry about the paperwork.
- PATSY B.
A

Rating
I had a tax mess on my hands and had already been to one accountant who quoted me $1500 in fees and said I would probably have to pay IRS over $5,000. I had not filed for 2 years and my last filing had to be amended because the W-2 I submitted was incorrect. I made an appointment and spoke to
Cincinnati Financial Planners Provider Name Locked
Krusse and described my problem. He asked me some general questions, some I wasn't sure of the answer and told him I would need to get the information and call him back. I called back that week and he quoted me $400 to $700 depending on the schedules he would need to file and amend. I asked for an appointment. He told me he would send me a list of all the information he would need. When I got the list I had to call him back because I was unsure of what exactly he wanted. He was very patient with and confirmed my appointment the following week.
The first meeting I had with Mr.
Cincinnati Financial Planners Provider Name Locked
was quite lengthy. He thoroughly reviewed all my information, all the receipts and cancelled checks I had provided and asked me more questions. He reviewed my past tax filings. He said he would call me in about a week as he wanted to review some items. He called and we made an appointment for the following week. When I arrived he had my amended return and my past due returns. He went over these line by line with me and compared them to what my previous preparer had filed.
I was totally amazed. I almost couldn't believe it. I owed $23.00 on my amended return, I was refunded 0ver $650.00 on my past due returns! Apparently the other tax preparer, from a well known national company, was either too lazy or simply unqualified in tax matters to file different schedules so I could claim all my deductions. The money I have probably lost over the past 10 years because of this makes me sick.
Not only did Mr.
Cincinnati Financial Planners Provider Name Locked
get my taxes up to date, but I got money back AND I am now prepared for future correct filings. I can't exaggerate how much peace of mind this has brought me, after worrying about this for years!
- barbara B.
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All Financial Planners in Cincinnati, OH

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

AAG SECURITIES

580 WALNUT ST
Cincinnati, OH

AAKOBB Financial Services

8080 Beckett Center Drive, Ste 125
West Chester, OH

AHCP Health & Life Insurance

1605 Bay Road
Miami Beach, FL

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

ALLSTATE INSURANCE CO

103 N BROOKWOOD AVE
Hamilton, OH

American Health Value

671 E Riverpark Ln
Boise, ID

AMERIPIRSE FINANCIAL ADV

724 Green Blvd
Aurora, IN

Ameriprise Financial

9545 Kenwood Rd Ste 200
Cincinnati, OH

ARS Tax Services & Bookkeeping

6991 Thompson Rd
Goshen, OH

Artifex Financial Group

201 E Fifth St
Cincinnati, OH

AurGroup Financial Credit Union

8811 Holden Blvd
Fairfield, OH

Avid Advertising Inc

2204 Garnet Ave Ste 201
San Diego, CA

AXA ADVISORS

4000 SMITH RD
Cincinnati, OH

BERNO FINANCIAL MANAGEMENT INC

7454 JAGER CT
Cincinnati, OH

BERTKE, SPARKS & KREMER CPAs, INC.

2617 Legends Way
Ft Mitchell, KY

BetaFrontier, LLC

2 Hilltop Road
Kinnelon, NJ

Blersch Wiesner & Company CPA

3406 Werk Road
Cincinnati, OH

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