Total Wealth Planning pleased to be recognized by a new study on Financial Advisors. A new rating company, Expertise, named Total Wealth Planning as a best financial advisor in Cincinnati.
More specifically, their findings pegged us as follows:
Total Wealth Planning has been serving the Cincinnati community for more than two decades. Clients receive financial planning services, such as college planning, estate planning, insurance advice, investment management, and long-term business planning.
We’re happy to be recognized, but also realize we are in good company with many other great Cincinnati based firms. What we might include is that we work best with clients located in the affluent northern suburbs of Mason, West Chester, Montgomery, Loveland and many other areas where wonderful Cincinnati families may be looking for guidance on their financial plans.
Thank you to our clients, our team and to Expertise.com for this recognition!