In order to best stop the spread of Covid-19, we ask that all client meetings are by appointment only.
If you are dropping off documents, you can put them in the mail slot in the back door or send documents electronically. If necessary, you can also contact personnel in the office for drop-off.
If you need to pick up a package, please call the office at 513-922-3282, and someone will bring your package to the back parking lot. Any signed forms or payments can be put in the mail slot in the back door or sent via USPS.
Please be assured that we will continue working to serve your needs during this time. Members of our staff are available during normal working hours, which are as follows: Monday-Thursday, 9-4 and Friday, 9-12.
Committed to Helping You Achieve the Highest Return on Your Investment
Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).
Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.