Clear Perspectives Financial Planning offers expert and personalized financial guidance for all aspects of your financial life.
Dougherty & Associates focuses on wealth management. We help prepare for critical life events such as retirement, loss of a loved one, and significant wealth/business transfer. Grounding our recommendations and investment strategies in the complete understanding of our clients' objectives and, most importantly, values, can only be achieved using a thorough, sophisticated planning process. This is a lifetime process that informs and transforms the investment decisions we make over the years.
The advisor listed is an Ameriprise financial advisor in Cincinnati. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. How will you be brilliant? I can help. I'm not only in the business of helping you pursue your wealth. I'm also in the business of helping you grow your financial confidence in the future. I'll help you balance pursuing your dreams for tomorrow with what you want today. We'll use our exclusive Confident Retirement approach, which begins with a straightforward conversation about your financial goals. I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.
We provide Financial Planning and Investment Advisory Services. Founded 1981 Securities and Advisory Services offered through Crown Capital Securities, L.P. Member FINRA, SIPC
Open now
Nicole Redus, President & CEO of Ascension Wealth Management, an investment and insurance firm. Ascension Wealth Management specializes in working with individuals, business owners, corporations, and nonprofits in the following areas: Estate Planning, Retirement Planning, Financial Planning, Tax Planning, Wealth Management, Employee benefits, Retirement plan 401k/403b/457, Executive Comp, Clergy Comp, Special Needs Planning, Asset Protection, Risk Management, and a host of investment and insurance related strategies.
With over 40 years financial services experience, The Zois Group focuses on educating and assisting clients take sensible steps to securing a better future financially for themselves and their loved ones. As part of our fiduciary responsibility, our team offers our services in an on-going commitment to provide quality solutions to the needs of individuals, regardless of which stage in life they are. Our expertise is in retirement planning, wealth management, estate planning, and risk management.
Open now
