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Financial Advisors in Mason, OH

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Mason, OH ›

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All Mason, OH Financial advisors All Mason, OH Categories

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Cincinnati, OH (21 mi)

Cincinnati General Insurance Agency

Financial Advisor, Insurance Agent
5720 Gateway Blvd Mason, OH 45040-1497
Closed ⋅ Opens at 9:00AM

9.9

Score Details

Location
Great
Ratings
Great
Recency
Ok

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(513) 229-8084

Referral from Oct 03, 2015

Joni O.:

I need a good life insurance agent. Any recommendations?

Dave S.:

Joni, we do life, home & auto- www.Cincinnatigeneral.com

See all recommendations 1

Strategic Wealth Designers

Financial Advisor
5181 Natorp Boulevard Suite 100 Mason, OH 45040
Closed ⋅ Opens at 8:00AM

7.5

Score Details

Location
Great
Ratings
Good
Recency
Ok

View Profile

(513) 492-2198

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Financial advisor referral in Mason, OH

Referral from February 9, 2018

5.0

Stacy K. asked:

Recommendations for personal financial advisors (for non-millionaires/huge portfolio holders, just an average person wanting general advice). I don’t know anyone...

MaryAnn W. replied:

I use pat ward his office number is 513- 232-1110

Holly S. replied:

If you are wanting a holistic approach to planning, I highly recommend you call Josh Styrcula with Advice Period. 513.504.1803. Check out this article: http://local.cincinnati.com/share/story/246800

Linh S. replied:

Dan Altenau https://www.facebook.com/160316183990678 Altenau Financial Services

Jennifer P. replied:

https://www.facebook.com/256496662217 Broadway Financial Solutions owned by Patrick Thayer

Karen T. replied:

My husband, Ron Troyan of Trusted Advisors Investment Council, LLC. Been in the business since 1983.PM me for information. Www.trustedadvisorsic.com

Steve R. replied:

Reddit. There are options where very little thought/effort is required to invest. https://www.reddit.com/r/personalfinance/

Virginia N. replied:

I highly recommend Seth Knudsen with Edward Jones. He is very client oriented. (513)231-6350.

Barbara M. replied:

Joe Callahan in Blue Ash.Callahan Financial https://www.facebook.com/Callahan-Financial-190680100976807/ Support local business.Awesome to work with and is always ahead of the market