Cincinnati, OH Investments

Everything has been very good.. never had a problem dealing with GECU.

Courteous and professional. Good CD rates.

Courteous and professional. Good CD rates.

I asked one cleck to deposit $150.00 towards car payment, he put $115.00. I gather he not heard what I said cause he was talking so much...couple months ago this happene ... more

Total Wealth Planning has been a life-saver for us. Five years ago we were 'let go' by our previous financial adviser because we live overseas. Joel at Total Wealth Plann ... more

Mike - has been a fantastic resource and his team provides exceptional service! Far exceeds all expectations.

Caleb talked my wife and I through some strategies in addition to our 401Ks to maximize our retirement! Caleb has impressive listening skills and he was very engaging to ... more

Helped us create our will and testamentary trust. Easy to understand and very fair prices.

Kind, understanding, knowledgeable always gives you the quality time to discuss matters.

Wonderful guidance and sound financial advice. Client for many years, very satisfying relationship.

Seth is a stand-up guy in a world full of people who only care about what they will get from their clients. He spent a huge amount of time with me and helped me understan ... more

Quality team of trustworthy professionals. Carnegie is an RIA firm which means they don't have sales quotas from on high and are working every day to serve customers' goa ... more

My wife and I recently met Patty and she has helped us tremendously. She listened to our wants and needs and put a plan in place to achieve our goals for the future.

Waited in line just to be told they didn't feel like working any more because it was time to leave. Trey and Mark were the two I dealt with.

It's a bank that offers standard banking services.

Very professional and timely. Great fiduciary ethics.

Set it and forget it

Chris has been great to work with. My husband wants to retire & Chris has been GREAT with helping us plan for retirement. Hes very easy to contact and always makes tim ... more

It is always such a pleasure to work with Cory McDole at Peoples Bank! He is able to handle the most challenging approvals always achieve the best results for his clients ... more

They have been friends and advisors for many years. The staff and leadership take a very tailored, comprehensive, and professional approach to financial management. I c ... more

Phenomenal staff and very personal touch. Great management!

I use to work there years ago. Wonderful people and nice place to work.

I want the public to know I run the downtown UBS business and Julie is a 40 yr employee and one of the best in the business. Just because you didn't get the answer you we ... more

I reached out to Apex to help with my taxes since I moved states last year, but kept my job in the same spot. Ryan was great to work with, we met once at his office and ... more

Very unfriendly person. I refuse to do business with her.

Highly recommend, as I've been a client for years and find them to be very knowledgeable, thorough, and responsive.

Working with Meghan has been great. Shes a true professional and I can recommend her services enough.

Tom and the team at RedBrick are top notch! They're knowledgeable, professional, and do a great job giving you a clear goal of your business finances. I can't recommend ... more

I can not say enough great things about Huffman Wealth Management! Bethany Huffman has been my financial advisor for many years and I highly recommend her for your finan ... more

Excellent service. Able to find socially responsible investment options. Accurate and prompt in all communications.

Kathryn is awesome. Going outside of her professional responsibilities to help me set myself up for success with my financial future. I've gained more perspective on fi ... more

I highly recommend Chuck Futel as a financial services provider. Chuck has been my wealth manager for over seven years and he continues to grow my assets. He's very perso ... more

Jeremiah is truly one of the best people I ever got to work with. He truly cares to help people and their needs! He goes above and beyond to help others and help set them ... more

This is the worst bank in Cincinnati! Uneducated employees who can’t even add! Definitely stay away if you are a business!

I went to this office today to have Fidelity link my bank account to my brokerage account. Emily assisted me and completed the process seamlessly. She was courteous and ... more