“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.“
“We had our retirement accounts with another company, and never really thought about them. Then we had kids and wanted to start accounts to help with their future education costs. The options were a bit confusing, and a co-worker suggested that I speak with his "guy". They ran through all the options with us and really made the options much clearer. We set up the accounts for all the kids on the spot. The experience has been so good, that we moved our retirements accounts over to CRA as well. We couldn't be happier. Thanks for all of your help with our education and retirement planning!“
8:30AM - 5PM
5931 Beacraft Ave, Cincinnati
Financial Planners
“Solid 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.“
“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.“
8:30AM - 5PM
419 Plum St, Cincinnati
Financial Planners
“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!“
“Highly trustworthy, open and friendly. I've personally experienced great positioning and growth. It's quickly obvious how good they are at investment management“
“Adam 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.“
8:30AM - 4:30PM
50 E Rivercenter Blvd #1225, Covington
Financial Planners
“Always focused on the client's needs. Explains concepts in an understandable way. All team members rock!“
“My personal experience with Bill has been fantastic, for years now. He’s extremely knowledgeable, personable, kind, helpful, and flat out cares about his clients. I’d recommend him to anyone.“
“in 85 years i've learned not to trust every one but a very few people.STEVE KNAPP is a good person u can trust!!“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners