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.

This is the sleaziest, high pressure Boiler Room operation. Their aggressive multiple daily…read more emails that you can't stop. The unsubscribe button doesn't work. I've called them twice to get my email address off their spam list. Each time they tell me they've unsubscribed me and I won't get any more email spam from them. But I'm still getting their spam emails multiple times a day. These are a bunch of sleazy high pressure crooks. Would anyone want to invest money with such a sleazy business? WARNING: DON'T EVER GIVE THEM YOUR EMAIL ADDRESS. I

Terrible option recommendations. Plan to lose $$$. They do not refund funds even when they say…read morethey do.

The people at Wealthquest are excellent financial managers. They work with TD Ameritrade, Schwab,…read morebut really any customer base. If you are in the Ohio or Chicago areas, or really anywhere, consider them.

From the owner: Comprehensive financial planning and wealth management services--everything coordinated by a single…read moreteam, under one roof, for one simple fee.

This is our nearest PNC branch that we've been banking with for over ten years. We opened student…read moreaccounts when our girls went off to college here, and we've gotten many documents notarized. They've always been friendly and efficient. We went recently and they still have a drive thru and ATM, but the lobby is locked. We called to make an appointment to get docs notarized, and a manager greeted us to let us in. They are Covid conscious and use acrylic barriers and masks. We enjoy banking here!

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.

Don and his staff are the best when it comes to financial planning services. He gives honest…read moreadvice, always picks up the phone when I call, and doesn't try to sell me something I don't need. I have trusted my business IRA and personal assets to him for almost 20 years now and have never been dissappointed.

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