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    Perspective Financial Group

    5.0 (1 review)
    Closed 9:00 am - 6:00 pm

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    1 year ago

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    Total Wealth Planning

    Total Wealth Planning

    5.0
    (5 reviews)

    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.

    Charles Schwab

    Charles Schwab

    2.0
    (1 review)

    We are looking to move my ira and some savings cash. We are speaking with 3-4 places with an…read moreestablished name. This was our second place to check out. We compared this to our first established. We left the first place very interested and impressed. I left Schwab somewhere between offended and angry. The office was very small and only a few employees. We met with a nice-looking young man. He claimed Schwab was known for lower rates. He handed us an information handout and we made several notes on it. Then he informed us that is just for glancing at ..for in office use.. we cant take it. Wtf. The fees were actually higher than the other place and offering less incentive pay. He spoke over our head and couldnt read the room but he was young and probably inexperienced. The other place printed us out 2 folders of info ..offered more incentive money and didnt speak over our heads . I left Schwab feeling their policy to not provide allocation history was shady. they didn't give us anything. Did get a bottle of water out of it. My husband started making notes on another piece of paper but I said we are done. The ira is mine and the cash is ours. Either way, didn't leave wanting to deal with this company again.

    From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

    Perspective Financial Group - financialadvising - Updated August 2026

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