255 E. Fifth St.
Cincinnati, OH 45202
Phone: (513) 412-5244
Fax: (513) 241-7831
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Advisory Services, Business Services, College Savings Plans, 401(k) Distribution Options, Estate Planning Strategies, Individual Retirement Accounts, Insurance, Investment Products, Planning for Retirement
“The CBC has provided me the opportunity to network with other local business leaders. Being new to the area this has become a valuable resource.”