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Closed today
9078 Union Centre Blvd #202, West Chester“Mr. Poe currently handles all my investment accounts. I couldn't be happier with his service. He is always will to answer any questions I have and is easy to get a hold of. Highly recommended!“
Closed today
1325 E Kemper Rd Suite 201, 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.“
Closed today
8840 Cincinnati Dayton Rd, West Chester“I am a new client at Harvest Financial Advisors. The experience has been nothing short of amazing so far. They have spent an enormous amount of time getting my account up and running customized to my profile as an investor. They had me clearly state my risk tolerance so that everything in my portfolio would be in alignment. I am certain that I have found my “retirement home”. My primary advisor will be Joy, so appropriate as my entire experience has been a joy.“
Closed today
8396 Princeton - Glendale Rd, OH-747, West Chester“Great location! My phone glitched out and I couldn't transfer money over so it resulted in four overdrafts so I explained it and they took care of it! I couldn't believe it! I just expected a little Grace but they went the whole way! Can't recommend this branch enough!“
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