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

BOARDROOM ADVISORY GROUP

312 Walnut St Ste 1700
Cincinnati, OH

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

Bootes, Dr. Robert L.

5412 Wending Ct
Louisville, KY

Bressler & Co. PSC

405 Garrard St
Covington, KY

Brown Financial Advisors

1077 Ohio 28
Milford, OH

Bryan and Strange Inc

622 N Pine St
Deridder, LA

Business Management Services LLC

1550 Magnolia Dr
Cincinnati, OH

CALLAHAN & ASSOC

9428 KENWOOD RD
Cincinnati, OH

Capital Concepts Inc.

9676 Dry Fork Rd
Harrison, OH

Cash Advance Cincinnati

2529 Gilbert Ave
Cincinnati, OH

cashtexters.net

6462 Westwood St
Moorpark, CA

Catalano, Caboor & Company

101 West 22nd Street
Lombard, IL

Chuck Futel & Associates

2300 Montana Ave
Cincinnati, OH

Cincinnati Online Merchant Account

650 Walnut St
Cincinnati, OH

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

Complete Wealth Strategies

3423 Jessup Road
Cincinnati, OH

CONSUMER CREDIT COUNSELING SERVICE

11 SHELBY ST
Florence, KY

Contents Management

P.O. Box 802
Maineville, OH

Credit Dr.

115A East Main Street
Farmington, NM

CRONIN FINANCIAL SERVICES LLC

6020 CHEVIOT RD
Cincinnati, OH

David C. Jones, CPA

663 Glenway Dr
Hamilton, OH

Day Global, LLC

111 Mohawk Trail, #7
Crestview, FL

DBECK SPECIALTY

9355 FLEMINGTON DR
Cincinnati, OH

Don Fitch, CPA

74-478 Highway 111 #3
Palm Desert, CA

DONALD P HARNEGIE INSURANCE

27081 BAGLEY RD
Olmsted Falls, OH

EDWARD JONES

1200 E 2ND ST
Franklin, OH

EDWARD JONES

1231 COLUMBUS AVE
Lebanon, OH

EDWARD JONES

2896 W US HIGHWAY 22
Maineville, OH

EDWARD JONES

612 N UNIVERSITY BLVD
Middletown, OH

EDWARD JONES

7665 MONARCH CT
West Chester, OH

EDWARD JONES

295 W LOVELAND AVE
Loveland, OH

EDWARD JONES

227 WATER ST
Milford, OH

EDWARD JONES

1435 ROMBACH AVE
Wilmington, OH

EDWARD JONES

434 SPRINGFIELD PIKE
Cincinnati, OH

EDWARD JONES

5078 Wooster Rd Unit 200
Cincinnati, OH

EDWARD JONES

9654 KENWOOD RD
Cincinnati, OH

EDWARD JONES

9549 Montgomery Rd Ste 110
Cincinnati, OH

EDWARD JONES

7611 Cheviot Rd Ste 101
Cincinnati, OH

EDWARD JONES

5520 Harrison Ave Ste 3
Cincinnati, OH

EDWARD JONES

11033 MONTGOMERY RD
Cincinnati, OH

EDWARD JONES

7456 Jager Ct # 2
Cincinnati, OH

EDWARD JONES

420 3RD ST
Aurora, IN

EDWARD JONES

630 BUTTERMILK PIKE
Ft Mitchell, KY

EDWARD JONES

130 DUDLEY PIKE
Ft Mitchell, KY

EDWARD JONES

3194 DIXIE HWY
Erlanger, KY

EDWARD JONES

8160 DREAM ST
Florence, KY

EMC FINANCIAL MANAGEMENT RESOURCES, LLC

300 E-Business Way
Cincinnati, OH

EXCEL CAPITAL PARTNERS LP

250 E 5TH ST
Cincinnati, OH

FAMILY WEALTH ADVISORY GROUP LLC

7359 E KEMPER RD
Cincinnati, OH

FIDELITY INVESTMENTS

3805 EDWARDS RD
Cincinnati, OH

FIFTH THIRD BANK

580 Wessel Dr
Fairfield, OH

FIFTH THIRD SECURITIES

915 ELLIOTT DR
Middletown, OH

FIFTH THIRD SECURITIES

1453 ROMBACH AVE
Wilmington, OH

Financial Freedom, LLC

8044 Montgomery Road #700
Cincinnati, OH

FINANCIAL MANAGEMENT GROUP INC

4665 Cornell Rd Ste 160
Cincinnati, OH

First National Resolution

2300 Ohio Pike
Amelia, OH

FOURTH STREET FINANCIAL INC

2245 Gilbert Ave Ste 100
Cincinnati, OH

GALEMMO INVESTMENT GROUP

1716 MADISON RD
Cincinnati, OH

GATEWAY INVESTMENT ADVISORS

312 Walnut St Fl 35
Cincinnati, OH

Gelke Associates

3314 N Sterling Way
Cincinnati, OH

GRADISON MCDONALD INVESTMENTS INC

580 WALNUT
Cincinnati, OH

H & R BLOCK

300 HARRISON AVE
Harrison, OH

Harvest Financial Advisors

8897 Cincinnati-Dayton Road
West Chester, OH

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

Heir Advance Company Inc.

Laguna Niguel, CA

Hittinger Financial

514 FULLERTON AVE
Whitehall, PA

Hogg, Shain & Scheck Professional Corporation

404-2255 Sheppard Ave E
North York, ON

iBank

3090F Pullman St
Costa Mesa, CA

ICMA RETIREMENT CORP

7960 HOY CT
Cincinnati, OH

INDEPENDENT FINANCIAL RESOURCES LLC

8118 CORPORATE WAY
Mason, OH

INVESTMENT MANAGEMENT

50 E RIVERCENTER BLVD
Covington, KY

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

J & L SECURITIES CONSULTANT

881 Blackpine Dr
Milford, OH

J D SEIBERT & CO

20 W 9TH ST
Cincinnati, OH

JETTRADE HOLDING INC

1060 NIMITZVIEW DR
Cincinnati, OH

JOHN D DOVICH & ASSOC LLC

625 EDEN PARK DR
Cincinnati, OH

Judy Lawrence - MoneyTracker

4801 Lang Ave NE suite 110
Albuquerque, NM

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

Kansas City Credit Services

2016 Swift Ave
Kansas City, MO

KOHN FINANCIAL

1821 SUMMIT RD
Cincinnati, OH

Kortright Partners Inc

2829 S 88th St
Omaha, NE

KRUSE & CRAWFORD CERTIFIED

700 W Pete Rose Way
Cincinnati, OH

L H TRIPP ROGERS

8044 MONTGOMERY RD
Cincinnati, OH

Labrador Investments, LLC

9826 Cincinnati Columbus Rd
Cincinnati, OH

LAKESHORE CAPITAL LLC

10999 REED HARTMAN HWY
Cincinnati, OH

Lang Advisors

15 West 5th St.
Covington, KY

LARMANN FINANCIAL CORP

7424 JAGAR CT
Cincinnati, OH

LENOX WEALTH MANAGEMENT

8044 MONTGOMERY RD
Cincinnati, OH

Lifelock

60 E Rio Salado Pkwy
Tempe, AZ

LIFEPLAN LIMITED

7185 LIBERTY CENTRE DR
West Chester, OH

LIGHTHOUSE AGENCY INC

2794 MACK RD
Fairfield, OH

LINSCO PRIVATE LEDGER FNCL SVC

5995 FAIRFIELD RD
Oxford, OH

Livingston Solomon & Tippton Inc

6310 E Kemper Rd
Cincinnati, OH

LYNX FINANCIAL

8857 Cincinnati Dayton Rd Ste 202
West Chester, OH

Mackey Advisors

601 Fairfield Ave
Bellevue, KY

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

MARCUS INVESTMENTS II LTD

3330 LONGMEADOW LN
Cincinnati, OH

Mears Insurance

313 S Main St
Franklin, OH

MERRILL LYNCH

425 WALNUT ST
Cincinnati, OH

Meyer Capital Management

7655 Five Mile Road
Cincinnati, OH

Michael Garland State Farm

500 Wessel Dr
Fairfield, OH

Mid-American Financial Group, Inc

110 Boggs Lane
Cincinnati, OH

MIDFIRST FINANCIAL SVC LLC

933 W STATE ST
Trenton, OH

MONEY CONCEPTS FINANCIAL PLANNING CENTER

4866 COOPER RD
Cincinnati, OH

MORGAN FINANCIAL SERVICES

211 GRAND VIEW DR
Ft Mitchell, KY

MORGAN STANLEY

155 Barnwood Dr Ste 2
Ft Mitchell, KY

Mort White Bushman CPAs

1241 Nagel Rd
Cincinnati, OH

NAT CITY INVESTMENTS INC

1373 ROMBACH AVE
Wilmington, OH

NATIONAL CITY BANK

11294 MONTGOMERY RD
Cincinnati, OH

NATIONAL CITY MORTGAGE

4500 COOPER RD
Cincinnati, OH

Nationwide Student Aid

333 N Oakley Ave
Chicago, IL

Nenni & Company, CPA's

1064 N University Blvd
Middletown, OH

Orcutt & Company, CPA's Ltd.

936 State Route 28
Milford, OH

OWNDirection

120 E 13065 S
Draper, UT

OXFORD FINANCIAL GROUP

8044 MONTGOMERY RD
Cincinnati, OH

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

PATRICK FINANCIAL CORP

1502 University Blvd Ste B
Hamilton, OH

PinPoint Insurance Services - Nationwide

5115 Douglas Fir Rd
Calabasas, CA

PLAZA INVESTMENTS

PO Box 43031
Cincinnati, OH

PNC INVESTMENTS

201 E 5TH ST
Cincinnati, OH

Prime National Credit Repair

535 N. Brand Blvd
Glendale, CA

PRISM FINANCIAL INC

4700 ASHWOOD DR
Cincinnati, OH

RAYMOND JAMES FINANCIAL SVC

8150 CORPORATE PARK DR
Cincinnati, OH

REALTY CAPITAL INVSTMTS

9600 MONTGOMERY RD
Cincinnati, OH

Rescue One Financial

Business Center Dr
Irvine, CA

REYNOLDS DEWITT

300 MAIN ST
Cincinnati, OH

RiverPoint Capital Management

312 Walnut Street, Suite 3120
Cincinnati, OH

ROBERT W BAIRD & CO INC

4030 SMITH RD
Cincinnati, OH

SCOTTRADE INC

600 VINE ST
Cincinnati, OH

SEASONGOOD & MAYER

414 WALNUT ST
Cincinnati, OH

SECURITIES AMERICA INC

8044 MONTGOMERY RD
Cincinnati, OH

SECURITIES AMERICA INC

7887 MOATBRIDGE CT
West Chester, OH

SECURITIES AMERICA INC

3940 OLYMPIC BLVD
Erlanger, KY

Sensible Financial

203 Crescent St
Waltham, MA

SMITH BARNEY

10 JOURNAL SQ
Hamilton, OH

SMITH BARNEY

246 HIGH ST
Hamilton, OH

SMITH BARNEY

7755 Montgomery Rd Ste 200
Cincinnati, OH

SMITH BARNEY

4030 SMITH RD
Cincinnati, OH

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

STEVEN M WEINSTEIN

304 S BRIELE BLVD
Middletown, OH

STIFEL NICOLAUS & CO

8044 MONTGOMERY RD
Cincinnati, OH

Strategic Settlements

PO Box 175858
Covington, KY

SULLIVAN FINANCIAL INC

7570 Waterford Cir Apt 104
Mason, OH

SUMMIT FINANCIAL GROUP

Cincinnati, OH

The Accountant's Pen

595 Macon Hwy
Athens, GA

The Herrington Group, P.I.C.

20343 N Hayden Rd
Scottsdale, AZ

The Main Street Group

4510 Cox Road
Glen Allen, VA

THOR Investment Management, Inc.

7346 Beechmont Avenue
Cincinnati, OH

Thrivent Financial - Woody Mueller

2940 Hebron Park Dr
Covington, KY

THRIVENT FINANCIAL-LUTHERANS

9600 COLERAIN AVE
Cincinnati, OH

Title Loan Hamilton

6 South 2nd St. Suite 715
Hamilton, OH

Tri City Insurance Service Inc

234 Main St
Florence, KY

Tudor Financial Inc.

8111 Timberlodge Trail
Dayton, OH

UBS FINANCIAL SERVICES INC

8044 MONTGOMERY RD
Cincinnati, OH

UBS FINANCIAL SVC

5181 NATORP BLVD
Mason, OH

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

USAA

9800 Fredreicksburg Rd
San Antonio, TX

VALHALLA INVESTMENT ADVISORY

7449 MONTGOMERY RD
Cincinnati, OH

VanWeelden Wealth Management

4932 Wunnenberg Way
West Chester, OH

Virtual Resources Group LLC

2068 Delhi St NE
Holt, MI

Volz CPA, Inc.

9900 Carver Rd
Cincinnati, OH

WACHOVIA SECURITIES

525 VINE ST
Cincinnati, OH

WACHOVIA SECURITIES

7408 JAGER CT
Cincinnati, OH

WACHOVIA SECURITIES

4050 EXECUTIVE PARK DR
Cincinnati, OH

WaterStone Investment Counsel

9435 Waterstone Boulevard
Cincinnati, OH

Wealth Engineers

600 17th St., Suite 2800 South
Denver, CO

WESTHEIMER ENTERPRISES

300 Main St Ste 1
Cincinnati, OH

World Business Lenders

120 W 45th Street
New York, NY

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