Cincinnati, OH Financial Advisors and Resources



Financial Advisor Firms in Cincinnati, OH


RANDOLPH CO INC

Website

(513) 891-7144

4200 Malsbary Road

Cincinnati, OH 45242

SEC#: 801-28213
Years in Business: 34 years

CINCINNATI ASSET MANAGEMENT INC

Website

(513) 554-8500

8845 Governor'S Hill Drive
Suite 230
Cincinnati, OH 45249

SEC#: 801-34376
Years in Business: 32 years

TOUCHSTONE ADVISORS INC

Website

(513) 362-8000

303 Broadway
Suite 1100
Cincinnati, OH 45202

SEC#: 801-45963
Years in Business: 27 years

EICHNER INVESTMENT PLANNING, LLC

Website

(513) 290-9170

3805 Edwards Road
Suite 550
Cincinnati, OH 45209

SEC#: 801-113004
Years in Business: 3 years

BOWLING PORTFOLIO MANAGEMENT LLC

Website

(513) 871-7776

4030 Smith Road
Suite 140
Cincinnati, OH 45209

SEC#: 801-63696
Years in Business: 16 years

QUEEN CITY CAPITAL MANAGEMENT, LLC

Website

(513) 721-6089

212 East Third Street
Suite 100
Cincinnati, OH 45202

SEC#: 801-76921
Years in Business: 9 years

BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

Website

(513) 942-9700

9360 Montgomery Road

Cincinnati, OH 45242

SEC#: 801-78501
Years in Business: 8 years

CLARIFY WEALTH MANAGEMENT

Website

(513) 381-0001

50 E-Business Way
Suite 100
Cincinnati, OH 45241

SEC#: 801-108586
Years in Business: 4 years

HACKMAN FINANCIAL GROUP

Website

(513) 891-5300

7355 E. Kemper Road

Cincinnati, OH 45249

SEC#: 801-111082
Years in Business: 4 years


How Retirement-Friendly is Cincinnati, OH?

  • Population: 301,394
  • % of Population 62 Years and Over: 15.6%
  • Average Home Value: $145,600
  • Average Monthly Housing Cost: $831
  • Average Household Income: $65,213
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)


Cincinnati, OH Financial Advisor FAQs

These are some of the most common questions people ask financial advisors. What are my long-term goals? Do I have an emergency fund? Will this plan help me reach my goals? How can I lessen the impact of inflation on me over time? One of these is probably among your long-held concerns about investing money for retirement or other future goals.
A good place to start looking for a certified financial planner or certified public accountant or someone else with proper credentials would be by asking your friends, family members, neighbors, co-workers. Another preferred method of finding an advisor is through referrals from those professionals who you've already consulted with such as doctors, lawyers or accountants that you feel comfortable discussing your finances with.
Financial advisors charge for their services in different ways. Financial advisory firms that are officially registered with the SEC typically charge an annual fee based on the size of your portfolio. Others may charge a one-time flat fee. Some simply do not charge anything up front but instead take commissions on transactions.
Financial advisors serve as an expert and an advisor to the client on financial matters. Financial advisors also typically possess advanced training and knowledge of particular areas, such as investments or retirement planning. Some typical advising services are providing guidance on tax preparation or creating a plan for long-term financial success.