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Closed today
211 Grandview Dr # 235, Fort MitchellClosed today
5931 Beacraft Ave, CincinnatiβSolid tax and financial advice with a friendly, personal attitude. Clare is a strong advocate for local businesses and institutions, and she is a great supporter of neighborhood activities. Client relationships often become friendships as everyone crosses paths around town.β
Closed today
303 Broadway #1200, CincinnatiβAdam Morton with Fort Washington is a true professional and understands customer service in a time when these traits seem to be lost. Adam and his team, including Stefanie Burkert, have gone above and beyond to make my transition to their firm an easy and stress-free experience. Highly recommend. In fact, a family member has transferred his portfolio to Fort Washington as a result of Adam's great care.β
βin 85 years i've learned not to trust every one but a very few people.STEVE KNAPP is a good person u can trust!!β
Closed today
117 E 4th St, CovingtonβI 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.β
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βMy personal experience with Bill has been fantastic, for years now. Heβs extremely knowledgeable, personable, kind, helpful, and flat out cares about his clients. Iβd recommend him to anyone.β