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Cincinnati Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Cincinnati.

  • 9 years in business
  • 3 hires on Thumbtack
Cheryl H.
Verified review

There is a personal touch at Broadway Financial. Good advice and taxes done fast (and right) !!!

  • 3 hires on Thumbtack
Aubrie O.
Verified review

It was for my mother. And yes he did a great job!

Hayes Financial Coaching
5.0
from 1 review
  • 3 years in business
Anjoli H.
Verified review

I have been coached by Hayes Finacial coaching for years. Her knowledge is helpful and genuine in approach. She is a hiden gem. The resource is just amazing when applied. I am grateful for the advise and consern to get me to the road of Finacial success. Sincerely, Anjoli

Artifex Financial Group
5.0
from 1 review
  • 12 years in business
  • 2 hires on Thumbtack
Brandon H.
Verified review

Doug is very knowledgeable and helpful. Top notch professional I will surely recommend to others.

100 Degrees Consulting
5.0
from 1 review
  • 3 years in business
Brittney K.
Verified review

Working with Stephanie has allowed us to feel more confident in our financial reporting and freed up valuable staff time! Stephanie was able to step into our world, (a small non-profit that doubled in size twice in two years!) and help us adapt to the quick growth and set up systems in place to sustain the growth. I highly recommend Stephanie! She is great to work with and super knowledgeable. If she doesn't know, she will dig deeper and get back to you.

Primerica
5.0
from 1 review
    Diane M.
    Verified review

    I was fulling expecting to be charged for the plan Tom provided as well as be "sold" on more services. Instead I had a warm and pleasant experience with Tom. He was truly concerned about my current financial situation. When he came back with my plan he described to me the programs the plan suggested and then put control of my finances back into my control. I am happy to refer Tom to anyone.

    • 7 years in business
    Christine D.
    Verified review

    Clarence is an awesome advisor! He is knowledgable about the financial markets and keeps himself up to date on all current trends. He is also very thorough in working an issue and will always provide his clients with the best possible solution.

    About

    I am a single-owner LLC that is helping businesses with financial and accounting needs. I have experience in setting up and running payable systems, filing systems, audit preparations, cash flow management, treasury and asset management.

    About

    At Fuqua Financial, we offer several services to help individuals and small businesses succeed. Below are a list of services that we currently offer. If you do not see the service that you require, please take a moment to call or email us, to discuss your specific needs and find out if we are able to assist you. * Credit Counseling We help you get out of debt and offer education on how to avoid incurring debts that cannot be repaid by setting up a Debt Management Plan (DMP). On your behalf, we will negotiate with your creditors and establish a reasonable repayment plan. As seen in the following papers: The Market Place (Indiana), The Journal Press (Indiana), The Harrison Press (Ohio), Dearborn County Press (Indiana), Ohio County/Rising Sun Press (Ohio/Indiana), Brown County Press (Ohio), The News Democrat (Ohio), Ripley Bee (Ohio), and Clermont County Sun (Ohio). * Tax Services We do tax questions, big or small, filing for individuals or businesses. We can even handle international. Our rates are reasonable, and our customer service is superb. Let us take care of you this tax season, and help you get back the biggest refund possible. * Bookkeeping When you have a small business, it doesn’t run itself. At Fuqua Financial, it is our pleasure to provide you with our bookkeeping service, so that you can stay focused on what matters – running your business! * Web Development Our web development team focuses on software as a service (SaaS) providing you with ‘turnkey’ solutions or custom development to meet your specific needs. By using Web 2.0 and Web 3.0 technology, we are ready to take your business to the next level, and provide you with a solid industry-standard framework. Skilled trained web professionals + your creative vision = great results! Do you want to get started? Email us with additional information regarding your needs, and we will setup a free phone consultation.

    About

    We provide unbiased and free financial review. Independent Financial Services.

    About

    Serving Milan, IN and the outlying areas, Todd Gobel of Gobel Financial, Inc is offering the following services but not limited to: - Insurance - Investing - Retirement and Estate Planning - Wealth Preservation

    About

    Serving Dayton, Ohio and the outlying areas, Tom Kohnle of The Kohnle, Co. offers the following services: * Financial services * Insurance * Investing retirement * Estate planning * Wealth preservation to pursue your financial goals

    About

    Financial Consultants,Retirement Planner, Estate Planner

    About

    We provide our clients with fee-only wealth management services, which include comprehensive financial planning and investment management services.

    About

    I help families become debt free, properly protected, and financially independent in as little as two to three meetings.

    About

    As an independent insurance broker, I help clients search and maintain the most competitive health and life insurance policies. My expertise lies with understanding the complexity of hospitalization and major medical insurance, Medigap, Medicare supplement and Medicare advantage plans, whole life, universal life and term life, dental, vision and accident insurance. I can provide clarity choosing the right plan, and walk you through step by step, and you can actually call my cell phone. I try to answer every call the first time.

    About

    We are a full-service financial firm committed to helping individuals, businesses and families pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.

    • 4 years in business
    About

    My service begins with organization and automation of records and processes which leads to much more efficient financial/tax planning and compliance.

    • 19 years in business
    About

    We are financial fiduciaries, meaning we always put the client's interest above our own.

    About

    Matthew P Roth & Co. offers accounting, tax preparation and financial planning services for Cincinnati area residents.

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