My wife and I have been fortunate to work with TWP for 2 years. Rob, Chris, and the entire TWP team…read morehave been invaluable partners for us as we have begun our careers, navigated two moves, and gone through law school. I wholeheartedly believe TWP's guidance, candor, and support is an invaluable resource for any young professional in Cincinnati, Blue Ash, Mason, or anywhere around the country. (We were clients even when we lived in Chicago, so distance is not an issue). TWP is true wealth management - far beyond financial or investment guidance. What do I mean by this? A number of times, Rob and Chris have recommended that we prioritize our savings and investments in a way that would actually decrease the pool of "assets under management" TWP would later draw its fees from. They have recommended this because they know it is the best move for our long-term wealth and to meet our long-term financial and non-financial goals. They are true fiduciaries and we're glad to have them in our corner. If you have any questions about this, reach out to them or to me. I am serious - my email is ssvirnovskiy@gmail.com, I just sat for the bar exam and have 2 months until I start working so I am happy to talk!

Our relationship with TWP started over 20 years ago. They've navigated our financial planning…read morethrough the college fund investing stage right up to the present and our recent retirements. Our current financial stability and having reached our investing goals were entirely due to their attention over time. The uniqueness of TWP is their family-like approach, commitment to providing options and recommendations for complex situations, and their undivided attention to handling whatever you require, when you require it. You feel like you are their only client. They have even connected us with other professionals, such as attorneys and tax accountants, who share their values and trustworthiness. I cannot imagine trusting our life's financial choices to just a "firm" with expertise. Once you realize that your success is as important to the team at TWP as it is to you, you understand the difference between TWP and just another investment agency.

We have moved our money and retirement IRA here and are very pleased with the service and customer…read moreattention. We definitely want the managed account and trust their expertise. Trey is our advisor, and i highly recommend him.

I've had money invested with Fidelity for more than 25 years. Service and advice has always been…read moretop of the line. My portfolio has shows consistent progressive growth. I've always felt that my money with is secure with them as well. They are responsive and willing to help. I'd highly recommend them for investment and retirement planning.

My wife and I meet with Tom for a consultation for our future money concerns. We were referred to…read moreTom by a family member. Tom could have not been any more helpful with our meeting. He was very informative and his knowledge was very helpful. He gave us great advice on our current investments and explained to us what we can expect for our upcoming future. This was all done complementary and we felt totally not rushed and so comfortable with Tom. He explained how future meetings would benefit us. We determined and with his agreement that we were on a great path and a future meeting would not be needed till a few years from now. He was polite and most important honest in our assessment. We will 100% contact him in a few years. From our meeting I would highly recommend Thomas.

From the owner: Financial Advisory Financial Investment…read moreFinancial Insurance

I have worked with several financial planning organizations: JP Morgan Chase, Fidelity, Fisher,…read moreetc, and by far Odyssey Financial Advisors is the best company thus far. They truly treat you like a valued family member, and for the first time, I am completely comfortable with my financial future!

I went to the Rookwood office with my toddler and I have never EVER been treated so well anywhere…read more I don't know anything about finance and I was a bit stressed that day. I didn't even have an appointment but these guys immediately opened the door for me, offered me a beverage, offered my son snacks, entertained and drew pictures for my child while another guy fixed an issue with my account in record time. Who does that!? They also answered my financial questions in a way that I could understand since I'm not a finance guru. I'm blown away by their empathy, professionalism and their ability to execute what I needed quickly before my child had a meltdown. The Four Seasons didn't treat me as well as these guys did lol. Highly recommend!

Part 2 Discrimination and abuse of power of a mildly disable…read morecustomer on 9/11 by Fidelity Work Place Services LLC employees, violation of my disability rights and abuse of power by a system that is ignorant of disability diversity. Disable discrimination by Fidelity Work Place Services LLC is , rooted in ableism, and masqueraded as "risk management" or "protection" through several key generalizations. Disability discrimination by banks in California is strictly prohibited under both state and federal laws, which in covers the customer access practices. Public entities cannot discriminate against individuals who are fully capable of managing their day-to-day activities and financial responsibilities based on simplistic generalizations that are illegal, inappropriate, unlawful and an abuse of power based on stereotypes, biases, or false assumptions about their capabilities. Additionally, this type of discrimination is systemic, rooted in ableism, and masqueraded as "risk management" or "protection" through several key generalizations. Disability discrimination by banks in California is strictly prohibited under both state and federal laws, which covers the customer access practices. Fidelity is still functioning in the stone age, doesn't understand diversity in disabilities and it places all patients with dementia in a box in spite of their ability to function competently. California's Unruh Civil Rights Act protects individuals from discrimination by "places of public accommodation," which includes financial institutions. One does not have to actually have dementia to be protected; if they perceived one as disabled one is penalized for it, and one's rights are violated and it's considered legal by Fidelity. Under Title III of the Americans with Disabilities Act (ADA) and California's Unruh Civil Rights Act, financial institutions are strictly prohibited from restricting access, locking accounts, or denying services based on generalized assumptions or perceived cognitive impairments without objective, verifiable evidence. Restricting my account access based on false assumptions without due process has directly impacted my financial independence. Fidelity discriminated against me under the false impression or "regarded-as" assumption that I have a severe dementia impairment. This is a false accusation and a violation of my rights.While I understand that employees must adhere to regulations designed to protect vulnerable adults, the staff members overstepped by declining to listen to my concerns and making unsupported assumptions regarding the extent of my capacity. Federal and state laws, financial institutions are strictly prohibited from denying services, locking accounts, or treating consumers unfairly based on a suspected cognitive impairment like dementia, unless they have verifiable, objective evidence of a lack of mental capacity or a court-ordered conservatorship. Their illegal and unfounded disability discrimination violated my rights under civil rights laws." As my Right to Dispute and Defend indicates I have the right to challenge any internal "incapacity" holds Fidelity placed on my accounts by providing documentation from my licensed UCLA Neurologist, a copy of the Presently Effective Durable Power of Attorney which I did on10/9. Between 9/11 and 10/15 I called to speak with supervisors multiple times and was told it was legal.Title III of the Americans with Disabilities Act (ADA) and California civil rights laws states that financial institutions are prohibited from restricting access based on generalized assumptions or perceived cognitive impairments. SEE LAST PART #3 AND A FEW EXAMPLES OF HOW FIDELITY OPERATES ILLEGALY

Truepoint has taken great care of our pre-retirement and investment assets and set us up for long…read moreterm success with appropriate risk levels, and advice on LTC insurance, wills and estate planning. They have a whole team with diverse expertise (legal, investing, execution) so we have depth of support, not just an advisor.

From the owner: Truepoint Wealth Counsel offers wealth management and financial advisory services that deliver…read moreclarity and confidence to our clients' lives. As part of our fiduciary responsibility, we always place clients first in proactively delivering unbiased advice and customized service. Delivered by integrated teams of specialists, our services include financial planning, investment management, tax management, risk management and estate planning. We are proud of our legacy of independence, our investing track record and - most importantly - our exceptionally high client satisfaction ratings. Founded by Michael J. Chasnoff in 1990 as one of the first fee-only wealth management firms in the greater Cincinnati area, Truepoint is 100% employee-owned.

They shop around for you !!! Great genuine people. Good company. Very knowledgeable with my many…read morequestions. Very responsive too! They've helped my whole family ! Everyone was very satisfied. Highly recommend.

From the owner: Florence, KY:We offer core financial and insurance services from over 50 top-rated companies,…read moreassuring competitive rates and comprehensive coverage through careful policy design and needs consideration.

Doug is great. He manages all of our investments with care. I know that I can trust him to take…read morecare of my stuff and to communicate with my accountant during tax time. He genuinely cares about our portfolio, and is constantly looking for ways to earn us the greatest return. The price of having a financial advisor is so much cheaper than I would've anticipated and the peace of mind is totally worth it. I would not go anywhere else. I wholeheartedly recommend!

From the owner: Whitinger Financial Advisors LLC provides investment management and planning services…read more Investing your money to achieve maximum returns and long-term security requires a well-defined investment strategy. We customize each recommendation and suggest specific investments using sound principles including Diversification, Tax Efficiency and Total Portfolio Coordination. Whitinger Financial offers a fee-based service that delivers a more client-centered approach. Our independence and objectivity allow us to have the freedom to seek a myriad of resources and services that are far different from the typical retail broker. We tie your investment management strategies together with your tax management goals to maximize your overall return.

Brad and Tom Cunningham are the kinds of financial advisers you need these days. Yes, they have the…read moreskills to navigate the tricky financial stuff. But more importantly, their firm is based on their own personal experiences of receiving bad advice--and having to work their way out of the hole. Then they hit the books, learned the system and turned to helping others find personal success. That's what I love about them. They're real. And they help people in almost any situation, whether you're just learning how to manage your money, have it all figured out, or have your own hole you need to dig out from.

Orange Financial and Brad Cunningham were highly recommended by a friend and her husband from…read morechurch. She and her husband have worked with Brad and his team on their financial future for seven years. As I've had a few financial advisors change on me, I've gone through a few work layoffs and previously worked for a non-profit so I needed help getting back on track for my financial future. The Orange process involves disclosing your finances, debts and spending habits. They work with you on every step of the way putting together a customized plan which you work through during monthly meetings. Its challenging, but I'm on track to help secure my financial future by saving more, giving back to help others and in process of paying off my credit card debt. Thanks Orange Financial!