Financial Planners in Cincinnati

“Quentin is great to work with. He has integrity, and is very professional and knowledgeable.
I would highly recommend WealthWise.“

“I'm thrilled CRA is my financial planner and they continue to help me navigate my financial journey. They are a down-to-earth, patient and knowledgable team. They strived to understand and optimize my finances which ensured peace of mind.“

“Highly trustworthy, open and friendly. I've personally experienced great positioning and growth. It's quickly obvious how good they are at investment management“

“We have been there probably more than 25 years. They have continued to give us the best help, protection, in all areas...they have a great team. Office, phone, email - available...“

““

“Jared has been a wealth of information and is kind and compassionate with his approach. Financial planning feels like a foreign language to me and Jared quickly and thoroughly answers all of my questions, most of the time within the same business day- even when I ask the same question twice. I truly appreciate the team approach the firm has, which further solidifies my trust in their guidance. Highly recommend!“

“My partner and I experienced Mike as knowledgeable, professional, supportive and accessible.Mike has a deeply caring professional manner who keeps things simple. We find Mike trustworthy and easy to work with. We have been enriched by Mike, financially and personally.“

“I recently retired. I have to hand it to vantage for helping reach my goal. They work hard to reduce fees while helping grow your money. The financial planning is a big bonus.“

“Through thick and thin, the knowledgeable team at Thor continues to navigate the markets well.“

“Lauren and her advice and listening ear have been a huge gift to me and my family this year! She is a no judgement advisor and truly wants the best for us. Can’t thank her enough!“

“Matthew O’Bryan has been a tremendous help over the past few years helping me get my finances together, budget, and plan for the future. He breaks things into comprehensible and digestible chunks that makes approaching your finances so much easier. Highly recommend.“

“Horan has always been a pleasure to do business with.My advisor takes all the time I want to make sure my accounts reflect my goals.“