We provide Financial Planning and Investment Advisory Services. Founded 1981 Securities and Advisory Services offered through Crown Capital Securities, L.P. Member FINRA, SIPC
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For more than 30 years, Callahan Financial has provided families and small businesses with financial advocacy, collaborative problem solving and vision casting for the future. Services We Provide That Support This Process: Financial Planning* for your specific needs Transition and Retirement Planning Asset Management* 401K, IRA, SEP, 403(b) and a variety of other accounts (start up, rollover and consolidation) Insurance and Risk Management College Education Planning and Solutions Senior Care / Parent Care Education and Strategies Trust Services**
Oxford Financial Group, Ltd. - Cincinnati At Oxford, we provide unbiased, fee-only financial advice, placing our clients at the heart of our business. As a truly independent firm in Cincinnati, we do not sell products or receive commissions, ensuring our sole commitment is to serve your best interests. Our services include investment advisory, estate planning, wealth management, investment consulting, trust administration, and family office services. With over 43 years of experience and $30 billion in assets under advisement, we pride ourselves on our independence, expertise, and results-oriented approach. Trust Oxford for multigenerational estate planning and forward-thinking investment solutions.
Bartlett & Co. is a Registered Investment Advisory firm offering investment management that allows you to invest with confidence and financial planning created for your unique circumstances. Importantly, we don't sell products. Instead, we provide custom solutions and objective, independent advice. Founded in 1898, we are inspired by our rich history, responsive to the ever-changing present and focused on your secure future.
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