Cincinnati Financial Planners

in Cincinnati, OH

195
Financial Planners are
in Cincinnati

20
Financial Planners in Cincinnati
are top rated

A
Rated by
GARTH P.
"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.
C
Rated by
DARIN B.
"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.
A
Rated by
BETTY B.
"
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.

Cincinnati Financial Advising Articles

Financial Advising reviews in Cincinnati

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.

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!

2nd Chance Credit Repair

2309 Farrington Place

AAG SECURITIES

580 WALNUT ST
Cincinnati

AAKOBB Financial Services

8080 Beckett Center Drive, Ste 125
West Chester

Allegiant Group Inc

189 W Clarkston Rd Ste 1

ALLSTATE INSURANCE CO

103 N BROOKWOOD AVE
Hamilton

American Health Value

671 E Riverpark Ln

AMERICAN MODERN INSURANCE GRP

7000 MIDLAND BLVD
Amelia

Ameriprise Financial

9545 Kenwood Rd Ste 200
Cincinnati

ARS Tax Services & Bookkeeping

6991 Thompson Rd
Goshen

Artifex Financial Group

201 E Fifth St
Cincinnati

AurGroup Financial Credit Union

8811 Holden Blvd
Fairfield

Avid Advertising Inc

2204 Garnet Ave Ste 201

AXA ADVISORS

4000 SMITH RD
Cincinnati

Blersch Wiesner & Company CPA

3406 Werk Road
Cincinnati

BOARDROOM ADVISORY GROUP

312 Walnut St Ste 1700
Cincinnati

Boost Credit 101

3773 E Cherry Creek N Dr

Bootes, Dr. Robert L.

5412 Wending Ct

Bressler & Co. PSC

405 Garrard St

Brown Financial Advisors

1077 Ohio 28
Milford

Business Management Services LLC

1550 Magnolia Dr
Cincinnati

CALLAHAN & ASSOC

9428 KENWOOD RD
Cincinnati

Capital Concepts Inc.

9676 Dry Fork Rd
Harrison

Cash Advance Cincinnati

2529 Gilbert Ave
Cincinnati

cashtexters.net

6462 Westwood St

Catalano, Caboor & Company

101 West 22nd Street

Chuck Futel & Associates

2300 Montana Ave
Cincinnati

Cincinnati Online Merchant Account

650 Walnut St
Cincinnati

Credit Dr.

115A East Main Street

CRONIN FINANCIAL SERVICES LLC

6020 CHEVIOT RD
Cincinnati

David C. Jones, CPA

663 Glenway Dr
Hamilton

Day Global, LLC

111 Mohawk Trail, #7

DBECK SPECIALTY

9355 FLEMINGTON DR
Cincinnati

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Don Fitch, CPA

74-478 Highway 111 #3

DONALD P HARNEGIE INSURANCE

27081 BAGLEY RD
Olmsted Falls

EDWARD JONES

1200 E 2ND ST
Franklin

EDWARD JONES

1231 COLUMBUS AVE
Lebanon

EDWARD JONES

2896 W US HIGHWAY 22
Maineville

EDWARD JONES

612 N UNIVERSITY BLVD
Middletown

EDWARD JONES

7665 MONARCH CT
West Chester

EDWARD JONES

295 W LOVELAND AVE
Loveland

EDWARD JONES

227 WATER ST
Milford

EDWARD JONES

1435 ROMBACH AVE
Wilmington

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

EDWARD JONES

420 3RD ST

EDWARD JONES

130 DUDLEY PIKE

EDWARD JONES

630 BUTTERMILK PIKE

EDWARD JONES

3194 DIXIE HWY

EDWARD JONES

8160 DREAM ST

EMC FINANCIAL MANAGEMENT RESOURCES, LLC

300 E-Business Way
Cincinnati

EXCEL CAPITAL PARTNERS LP

250 E 5TH ST
Cincinnati

FAMILY WEALTH ADVISORY GROUP LLC

7359 E KEMPER RD
Cincinnati

FIDELITY INVESTMENTS

3805 EDWARDS RD
Cincinnati

FIFTH THIRD BANK

580 Wessel Dr
Fairfield

FIFTH THIRD SECURITIES

915 ELLIOTT DR
Middletown

FIFTH THIRD SECURITIES

1453 ROMBACH AVE
Wilmington

Financial Freedom, LLC

8044 Montgomery Road #700
Cincinnati

FINANCIAL MANAGEMENT GROUP INC

4665 Cornell Rd Ste 160
Cincinnati

First National Resolution

2300 Ohio Pike
Amelia

FOURTH STREET FINANCIAL INC

2245 Gilbert Ave Ste 100
Cincinnati

Freyman CPA, P.C.

40 Exchange Place

GALEMMO INVESTMENT GROUP

1716 MADISON RD
Cincinnati

GATEWAY INVESTMENT ADVISORS

312 Walnut St Fl 35
Cincinnati

Gelke Associates

3314 N Sterling Way
Cincinnati

H & R BLOCK

300 HARRISON AVE
Harrison

Harvest Financial Advisors

8897 Cincinnati-Dayton Road
West Chester

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Hittinger Financial

514 FULLERTON AVE

iBank

3090F Pullman St

ICMA RETIREMENT CORP

7960 HOY CT
Cincinnati

INDEPENDENT FINANCIAL RESOURCES LLC

8118 CORPORATE WAY
Mason

INVESTMENT MANAGEMENT

50 E RIVERCENTER BLVD

IRS Tax Help Team

1201 S Beach Blvd

J & L SECURITIES CONSULTANT

881 Blackpine Dr
Milford

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

Judy Lawrence - MoneyTracker

4801 Lang Ave NE suite 110

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

Lang Advisors

15 West 5th St.

LARMANN FINANCIAL CORP

7424 JAGAR CT
Cincinnati

LENOX WEALTH MANAGEMENT

8044 MONTGOMERY RD
Cincinnati

Lifelock

60 E Rio Salado Pkwy

LIFEPLAN LIMITED

7185 LIBERTY CENTRE DR
West Chester

LIGHTHOUSE AGENCY INC

2794 MACK RD
Fairfield

LINSCO PRIVATE LEDGER FNCL SVC

5995 FAIRFIELD RD
Oxford

Livingston Solomon & Tippton Inc

6310 E Kemper Rd
Cincinnati

LYNX FINANCIAL

8857 Cincinnati Dayton Rd Ste 202
West Chester

Mackey Advisors

601 Fairfield Ave

Marchand & Co CPA's PC

2003 Southern Blvd SE

MARCUS INVESTMENTS II LTD

3330 LONGMEADOW LN
Cincinnati

Mears Insurance

313 S Main St
Franklin

MERRILL LYNCH

425 WALNUT ST
Cincinnati

Meyer Capital Management

7655 Five Mile Road
Cincinnati

Michael Garland State Farm

500 Wessel Dr
Fairfield

Mid-American Financial Group, Inc

110 Boggs Lane
Cincinnati

MIDFIRST FINANCIAL SVC LLC

933 W STATE ST
Trenton

MORGAN FINANCIAL SERVICES

211 GRAND VIEW DR

MORGAN STANLEY

155 Barnwood Dr Ste 2

Mort White Bushman CPAs

1241 Nagel Rd
Cincinnati

NAT CITY INVESTMENTS INC

1373 ROMBACH AVE
Wilmington

NATIONAL CITY BANK

11294 MONTGOMERY RD
Cincinnati

NATIONAL CITY MORTGAGE

4500 COOPER RD
Cincinnati

Nationwide Student Aid

333 N Oakley Ave

Nenni & Company, CPA's

1064 N University Blvd
Middletown

Orcutt & Company, CPA's Ltd.

936 State Route 28
Milford

OWNDirection

120 E 13065 S

OXFORD FINANCIAL GROUP

8044 MONTGOMERY RD
Cincinnati

PATRICK FINANCIAL CORP

1502 University Blvd Ste B
Hamilton

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

Rescue One Financial

Business Center Dr

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

SECURITIES AMERICA INC

7887 MOATBRIDGE CT
West Chester

SECURITIES AMERICA INC

3940 OLYMPIC BLVD

Sensible Financial

203 Crescent St

SMITH BARNEY

246 HIGH ST
Hamilton

SMITH BARNEY

10 JOURNAL SQ
Hamilton

SMITH BARNEY

7755 Montgomery Rd Ste 200
Cincinnati

SMITH BARNEY

4030 SMITH RD
Cincinnati

STEVEN M WEINSTEIN

304 S BRIELE BLVD
Middletown

STIFEL NICOLAUS & CO

8044 MONTGOMERY RD
Cincinnati

Student Consulting Group

817 W Peachtree St

SULLIVAN FINANCIAL INC

7570 Waterford Cir Apt 104
Mason

THOR Investment Management, Inc.

7346 Beechmont Avenue
Cincinnati

THRIVENT FINANCIAL-LUTHERANS

9600 COLERAIN AVE
Cincinnati

Title Loan Hamilton

6 South 2nd St. Suite 715
Hamilton

Tudor Financial Inc.

8111 Timberlodge Trail
Dayton

UBS FINANCIAL SERVICES INC

8044 MONTGOMERY RD
Cincinnati

UBS FINANCIAL SVC

5181 NATORP BLVD
Mason

United Gold Direct

2945 Townsgate Road

USAA

9800 Fredreicksburg Rd

VALHALLA INVESTMENT ADVISORY

7449 MONTGOMERY RD
Cincinnati

VanWeelden Wealth Management

4932 Wunnenberg Way
West Chester

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

Wealth Engineers

600 17th St., Suite 2800 South

WESTHEIMER ENTERPRISES

300 Main St Ste 1
Cincinnati

World Business Lenders

120 W 45th Street

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