Financial Consultants in Cincinnati

“Chuck Futel Jr. is a friend, and he is also my financial advisor. I am so thankful and bless to have him in my wife and I life. Chuck handles teaching us how to be good money managers. I knew him when I was younger, I was not under his tutelage. I've learned so much from Chuck. I am still being a sponge. I attend his zoom webinars every Thursday. I am really thankful for this brother. His spirit is second to none. Keep working for the people! I know you know that its biblical. I could go on just know LOL.“

“Kathryn is awesome. Going outside of her professional responsibilities to help me set myself up for success with my financial future. I've gained more perspective on financial responsibility in the couple hours I spent with her than all the coaches and financial advisors I have spoken with combined. I will be trusting Kathryn and Merrill lynch with my future investments for the foreseeable future!“

“They have been caring for us for 15 years. Excellent services. Very helpful with everything.“

“Update 1 Month Later:
I had tried calling but also sent a "Contact Me" request through their website. Per the response below from Charles Schwab, the central number did reach out to me but I never heard back from the web request. In the conversation from the central number we aligned that I indeed needed local help. The person suggested that it may be best to stop by the office which I did next time I was in the area. At the office the gentleman working at the front was apologetic and got me in touch with someone to help me that afternoon, I was also provided the persons business card so i had his direct line. Great meeting and they are already helping me within a day. I'm confident they will help moving forward now that I have a contact. I wanted to increase from 1 star to 4 stars as the office visit and engagement was so quick. I would go higher but they still have an issue with initial contact via phone or website request. It should be easier to get a hold of someone but in the short term - go to the office in person to get help.

Original feedback
I am getting the same results of nobody answering the phone at this branch. I had talked to the general customer service number, who were fabulous, and they suggested I work with the local branch on an issue I am experiencing. I have tried several times over the past couple hours and can't get an answer on the "New Customer Consultation" option for this branch. At least have someone answer and take call back information.“