Broker Check

8044 Montgomery Road
Suite 450
Cincinnati, OH 45236

(513) 745-7093

 

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational Funding
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • 401(k)'s
  • 403(b)'s
  • Money Purchase Plans
  • Profit Sharing Plans

Financial Planning

  • Retirement Planning
  • Estate Planning
  • Investment Planning
  • College Funding Planning
  • Tax Reduction Strategies

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance