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A
"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
"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.

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Local Articles in Cincinnati

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

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You have money in the bank and gas prices are down, but are you financially fit?

receipts, smartphone, pencl and a laptop

If you think it’s too early to think about tax season, think again.

wad of cash

Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

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Financial Advising reviews in Cincinnati

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Rating
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. 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. ...More They are very knowledgeable and work extremely hard to find the most favorable outcome possible. Mr. was especially patient in dealing with our many questions and concerns. With mr. '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 Krusse and described my problem. ...More 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. 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. 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.

Financial Advisors in Cincinnati

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

1TaxFinancial

5931 Beacraft Ave
Cincinnati

AAG SECURITIES

580 WALNUT ST
Cincinnati

AAKOBB Financial Services

8080 Beckett Center Drive, Ste 125
West Chester

Accelerated Benefits

5880 Venture Drive
Dublin

Allegiant Group Inc

189 W Clarkston Rd

ALLSTATE INSURANCE CO

103 N BROOKWOOD AVE
Hamilton

ALLSTATE'S PROCACCINO-PARIS AGENCY

8300 PRINCETON-GLENDALE RD
West Chester

AMERICAN MODERN INSURANCE GRP

7000 MIDLAND BLVD
Amelia

Ameriprise Financial

5905 E Galbraith Rd FL 4
Cincinnati

ARS Tax Services & Bookkeeping

2150 State Route 28
Goshen

Artifex Financial Group

201 E Fifth St
Cincinnati

AurGroup Financial Credit Union

8811 Holden Blvd
Fairfield

AXA ADVISORS

4000 SMITH RD
Cincinnati

BERNO FINANCIAL MANAGEMENT INC

7454 JAGER CT
Cincinnati

BetaFrontier, LLC

858 North Franklin St

Blersch Wiesner & Company CPA

3406 Werk Road
Cincinnati

BOARDROOM ADVISORY GROUP

312 Walnut St Ste 1700
Cincinnati

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brown Financial Advisors

1077 State Route 28
Milford

Business Management Services LLC

1550 Magnolia Dr
Cincinnati

CALLAHAN & ASSOC

9428 KENWOOD RD
Cincinnati

Cash Advance Cincinnati

2529 Gilbert Ave
Cincinnati

Christopher Michaut Insurance

733 Columbus
Lebanon

Chuck Cole Financial Services LLC

3310 Westbourne Road
Cincinnati

Chuck Futel & Associates

2300 Montana Ave
Cincinnati

Cincinnati Online Merchant Account

650 Walnut St
Cincinnati

Complete Wealth Strategies

6398 Suehaven Court
Cincinnati

Contents Management

P.O. Box 802
Maineville

CPA Assurance

407 Vine Street
Cincinnati

Credit Dr

116 N Wall Ave

CRONIN FINANCIAL SERVICES LLC

6020 CHEVIOT RD
Cincinnati

DBECK SPECIALTY

9355 FLEMINGTON DR
Cincinnati

Dougherty & Associates

4030 Smith Rd
Cincinnati

EDWARD JONES

434 SPRINGFIELD PIKE
Cincinnati

EDWARD JONES

5078 Wooster Rd Unit 200
Cincinnati

EDWARD JONES

9549 Montgomery Rd Ste 110
Cincinnati

EDWARD JONES

9654 KENWOOD RD
Cincinnati

EDWARD JONES

7611 Cheviot Rd Ste 101
Cincinnati

EDWARD JONES

5520 Harrison Ave Ste 3
Cincinnati

EDWARD JONES

11033 MONTGOMERY RD
Cincinnati

EDWARD JONES

7456 Jager Ct # 2
Cincinnati

Ellsworth & Associates, Inc. CPAs

9624 Cincinnati Columbus Rd, Suite 209
Cincinnati

ENG Lending Cincinnati

9313 S. Mason Montgomery Rd. Ste. 150
Mason

Equity Resources, Inc.

2775 West US 22 & 3
Maineville

EXCEL CAPITAL PARTNERS LP

250 E 5TH ST
Cincinnati

F.A.T. Freedom

4/41 Meinzinger Ave.

Family First Financial Advisors

9550 Lansford Drive
Cincinnati

FAMILY WEALTH ADVISORY GROUP LLC

7359 E KEMPER RD
Cincinnati

FIDELITY INVESTMENTS

3805 EDWARDS RD
Cincinnati

Financial Counseling Inc

582 N Main St
Springboro

Financial Freedom, LLC

8044 Montgomery Road #700
Cincinnati

FINANCIAL MANAGEMENT GROUP INC

4665 Cornell Rd Ste 160
Cincinnati

FOURTH STREET FINANCIAL INC

2245 Gilbert Ave Ste 100
Cincinnati

Freyman CPA, P.C.

57 Washington Ave

GALEMMO INVESTMENT GROUP

1716 MADISON RD
Cincinnati

GATEWAY INVESTMENT ADVISORS

312 Walnut St Fl 35
Cincinnati

Gelke Associates

3314 N Sterling Way
Cincinnati

Gerrish Financial LLC

14 Remick Blvd.
Springboro

Harvest Financial Advisors

8897 Cincinnati-Dayton Road
West Chester

Help With Owning Your Own Home

6910 Rutherford Court
Cincinnati

Hollander & Associates, LLC

11230 Cornell Park Drive
Cincinnati

iBank

3090F Pullman St

ICMA RETIREMENT CORP

7960 HOY CT
Cincinnati

INDEPENDENT FINANCIAL RESOURCES LLC

8118 CORPORATE WAY
Mason

Innova Financial Group | MassMutual

7755 Montgomery Rd. Ste 250
Cincinnati

IRS Tax Help Team

1201 S Beach Blvd

J D SEIBERT & CO

20 W 9TH ST
Cincinnati

JETTRADE HOLDING INC

1060 NIMITZVIEW DR
Cincinnati

JOHN D DOVICH & ASSOC LLC

625 EDEN PARK DR
Cincinnati

Ken Byers Associates

7710 Shawnee Run Road
Cincinnati

KOHN FINANCIAL

1821 SUMMIT RD
Cincinnati

KRUSE & CRAWFORD CERTIFIED

700 W Pete Rose Way
Cincinnati

L H TRIPP ROGERS

8044 MONTGOMERY RD
Cincinnati

Labrador Investments, LLC

9826 Cincinnati Columbus Rd
Cincinnati

LAKESHORE CAPITAL LLC

10999 REED HARTMAN HWY
Cincinnati

LARMANN FINANCIAL CORP

7424 JAGAR CT
Cincinnati

Lendinero

848 Brickell Ave 603

LENOX WEALTH MANAGEMENT

8044 MONTGOMERY RD
Cincinnati

Livingston Solomon & Tippton Inc

6310 E Kemper Rd
Cincinnati

Lost Angels International, Inc.

1170 Peachtree Street NE

LYNX FINANCIAL

8857 Cincinnati Dayton Rd Ste 202
West Chester

Mackey Advisors

601 Fairfield Ave

MARCUS INVESTMENTS II LTD

3330 LONGMEADOW LN
Cincinnati

McCarthy Financial Planning

6083 Donna Jay Dr
Loveland

MERRILL LYNCH

425 WALNUT ST
Cincinnati

Meyer Capital Management

7655 Five Mile Road
Cincinnati

Mid-American Financial Group, Inc

110 Boggs Lane
Cincinnati

Mort White Bushman CPAs

1241 Nagel Rd
Cincinnati

NATIONAL CITY BANK

11294 MONTGOMERY RD
Cincinnati

NATIONAL CITY MORTGAGE

4500 COOPER RD
Cincinnati

Orcutt & Company, CPA's Ltd.

936 State Route 28
Milford

Our Benefit Solution

8636 Cheshire Ct

OXFORD FINANCIAL GROUP

8044 MONTGOMERY RD
Cincinnati

Paul R. Rigney Associates, LLC

4866 Cooper Rd. Ste. 103
Cincinnati

Payday Loans Online Made Easy

312 Walnut St
Cincinnati

Personalities, Inc

3201 Cavanaugh Avenue
Cincinnati

Peter J. Anderson

4555 Lake Forest Dr. Ste 230A
Cincinnati

PLAZA INVESTMENTS

PO Box 43031
Cincinnati

PNC INVESTMENTS

201 E 5TH ST
Cincinnati

PRISM FINANCIAL INC

4700 ASHWOOD DR
Cincinnati

RAYMOND JAMES FINANCIAL SVC

8150 CORPORATE PARK DR
Cincinnati

REALTY CAPITAL INVSTMTS

9600 MONTGOMERY RD
Cincinnati

rebel Financial LLC

540 Officenter Pl
Gahanna

REYNOLDS DEWITT

300 MAIN ST
Cincinnati

RiverPoint Capital Management

312 Walnut Street, Suite 3120
Cincinnati

ROBERT W BAIRD & CO INC

4030 SMITH RD
Cincinnati

SCOTTRADE INC

600 VINE ST
Cincinnati

SEASONGOOD & MAYER

414 WALNUT ST
Cincinnati

SECURITIES AMERICA INC

8044 MONTGOMERY RD
Cincinnati

SMITH BARNEY

7755 Montgomery Rd Ste 200
Cincinnati

SMITH BARNEY

4030 SMITH RD
Cincinnati

State Farm, Joshua Bowling

3775 Woodridge Blvd.
Fairfield

Steven Arengo - Interdependent Advisors

266 East Sharon Rd. #2
Cincinnati

STIFEL NICOLAUS & CO

8044 MONTGOMERY RD
Cincinnati

Stiver Financial Advisory

4555 Lake Forest Drive Suite 650
Cincinnati

The American Dream Declassified

12101 Lake Haven Court
Cincinnati

The Legacy Council

1376 State Route 28
Loveland

The Mutual Fund Store

7310 Turfway Road, Suite 550

The Mutual Fund Store

Summit Woods I Building, 100 East Business Way
Cincinnati

THOR Investment Management, Inc.

7346 Beechmont Avenue
Cincinnati

THRIVENT FINANCIAL-LUTHERANS

9600 COLERAIN AVE
Cincinnati

UBS FINANCIAL SERVICES INC

8044 MONTGOMERY RD
Cincinnati

United Gold Direct

2945 Townsgate Road

USAA

Cincinnati

USAA Bank

PO Box 33490

VALHALLA INVESTMENT ADVISORY

7449 MONTGOMERY RD
Cincinnati

VNMutual Solutions Inc

1 Lincoln Centre

Volz CPA, Inc.

9900 Carver Rd
Cincinnati

WACHOVIA SECURITIES

525 VINE ST
Cincinnati

WACHOVIA SECURITIES

7408 JAGER CT
Cincinnati

WACHOVIA SECURITIES

4050 EXECUTIVE PARK DR
Cincinnati

WaterStone Investment Counsel

9435 Waterstone Boulevard
Cincinnati

Wells Fargo Advisors

255 East 5th St.
Cincinnati

WESTHEIMER ENTERPRISES

300 Main St Ste 1
Cincinnati

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