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Closed today
130 Dudley Pike Ste 250, EdgewoodClosed today
419 Plum St, Cincinnati“I'm working with Molly and Greg and they are an absolute asset to my business! They've helped me develop a business plan for success which gives me peace of mind for my financial future. They also put together an attractive benefits plan I can now offer my employees to help attract and retain the top talents. I can't say enough about the improvements they have made to my business and financial future!“
Closed today
1032 Madison Ave Suite 10005, Covington“I have been working with Darren for about a year now. He is very knowledgeable and takes the time to explain everything in a clear and understandable way.“
Closed today
117 E 4th St, Covington“I have worked with Legacy Financial for many years and have had such a great experience I decided to share. I tried my hand in the stock market years ago before meeting Legacy, and did not fare very well. Since then, I have put my complete trust in the Legacy Team and the returns have been fantastic and consistently above market averages. My retirement goals are now within sight. In addition to help with my portfolio the Legacy Team suggested and guided me through the process of getting my legal documents in order (Will, Living Will, Power of Attorney, and Trust). All are now stored electronically by Legacy and my family knows where to go in the event something happens to me. I give Legacy Financial Advisors, my highest recommendation.“
Closed today
73 Cavalier Blvd STE 209, Florence“Shepherd Wealth Management has been an invaluable partner on my journey towards achieving my financial goals. Josh and John possess a wealth of knowledge and expertise in a wide range of financial areas. They took the time to listen attentively, ensuring they understood my specific needs, aspirations, and concerns. Their ability to translate complex financial jargon into easily understandable terms was truly remarkable, empowering me to make informed decisions.What truly sets Shepherd WM apart is their holistic approach to financial planning. They took the time to assess my entire financial landscape, considering factors beyond just investments. They conducted a thorough analysis of my goals, risk tolerance, and future aspirations, allowing them to craft a tailored strategy that aligned perfectly with my objectives. Their emphasis on a long-term perspective and diversified investment portfolio provided me with a sense of security and peace of mind. I wholeheartedly recommend Shepherd WM to anyone seeking a trusted partner for wealth management.“
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