Financial Planners in Cincinnati

“WealthWise Financial Group has been a tremendous help as I have planned for retirement. Quentin Davis is knowledgeable, personable, available, and eager to help with financial guidance. I highly recommend this organization.“

“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.“

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“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...“

“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.“

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

“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!“

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“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.“