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Finance Advising reviews in Cincinnati

Real People ~ Real Reviews ~ Real Results

  • As a small business owner, we had always struggled to find the right person to assist us with our accounting, taxes, and long-term planning. That difficulty ended in 2015 when we found Jarad. He offers the absolute best services in a prompt, courteous, and professional manner while being extremely affordable. Jarad has a way of communicating that puts everyone at ease when dealing with the complicated tax issues and financial needs of a small business. His entire approach to helping is clear, concise and offered with knowledge far above most. Jarad has become one of our most trusted team members and because of his efforts, we have become a better company. If you are considering a change, give Jarad a try. I promise you will not be disappointed.
    - LE P.
  • Makes my life so much easier. My partner and I used to close each other in a conference rm for hours on end trying to make sense of the business books. Thanks to Jarad we no longer have those conversations and we focus more on growing he business. Jarad is ALWAYS there when we need him!
    - Greg S.
  • Does a phenomenal job. He has a quick turnaround and he can advise businesses with his in depth financial/accounting and legal knowledge that very few people in the Tri-State can offer. He can do it at an affordable rate too. HIGHLY RECOMMEND!!
    - John L.
  • This is all he does, it worked out really good and everything is under control. They talk you through it. We had two or three meetings and the trick is getting all the documents and they do all of that. It is well worth it. They are very good. You work with the lawyers and once you know what you want to do they have legal techs that do all the other work. I thought the price was fair and they basically do all the paperwork for the deeds of all our houses and they did all of that and all the insurance policies changed. My wife and I are both extremely happy. We had the trust documents created and went over by US Bank and they said that is exactly how they would want them.  The appointments are great, they keep you moving along so you can get it done in the 4-8 week period. They are always contacting us, they call us twice to make sure we knew when the meeting was and that we would be on time.
    - Kenneth C.
  • I heard of Wilson Rosebraugh through some friends and found him listed on Angie's List.
    We set up an appointment to talk about my goals and options.  Will was very professional and casual.  He made me feel like I was talking more to a friend than I had ever felt with the large firms.
    He has taken care of all my investments and I feel that I have chosen the best.
    - Norma N.
  • I initially spoke with Alex Alvarez last week about a real estate development project I took on earlier this year. .  In anticipation of our detailed meeting scheduled for 7 June 2016, he asked for certain supporting documents which I emailed to him.  I am a computer guy by vocation.  I live and breathe spreadsheets and self accounting programs like QuickBooks and Quicken, but the nuances of this real estate deal made it difficult to discern the correct path forward.  Alex and I spoke for nearly an hour.  His advice was both correct and intuitive to my particular situation.  At the end of our time together, I felt as though I had  received the best advice, not just from a qualified CPA, but from a good friend who knew me and happened to be a qualified CPA.


    - John D.
  • Geoff's quite demeanor makes asking all questions easy to ask. I normally have a uneasy feeling talking with others about my finances because some of this is over my head and I can easily feel intimidated. Geoff talks with you like your a team member and asks questions that help engage one in understanding in all the complexities.
    He has given me suggestions in how to save wisely and how to look at investing conservatively in my situation.
    - Helen W.
  • Very clear concise and no "non sense" presentation .  It went very well.   Very class group.  I'd use them in a second!  Highly intellignet gorup and very strategic.  I am grateful for the attendance opportunity!
    Offers other services too.

    - GARTH P.
  • I answered Mr Cebulskie's Craig'sList ad for a #15 step stool used once by his young children. He lives far enough away that given my recent eye surgery I was feeling unable to drive. Mr Cebulskie was kind enough to me to offer to drive the item to very near my location as he had business that would put him in my area. I believe this to be testimony to his character, motivated to pass along a family item to serve my children, as it had long served his family. He did this not because he'd make a  $15 "sale" on CraigsList but because he'd help someone else .Mr Cebulskie  did so  at 7 AM on a 5 degree BELOW zero morning!
     If the company's President is so thoughtful as an individual, might not this be reason to invite his service as a business?
    - Mark H.
  • 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 Greg Brown or Barry Parnell at 513-575-9654.
    - GARTH P.
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Financial Advisors in Cincinnati

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