Fifth Third Private Bank - Robert Swieterman

Serving you in these unprecedented times During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on cu...

Edge Capital Group LLC, based in Lexington, KY, specializes in investment management, wealth strategy, and family office services. As a fiduciary-first wealth management firm, Edge prioritizes its clients' needs, focusing on aligning their higher purpose with their family, legacy, institution, and philanthropy missions. Each client is matched with an advisory team tailored to address the complexities of their financial landscape, delivering customized solutions with integrity and accountability. At Edge, the emphasis is on providing continuity across every aspect of a client's financial profile for future generations. The firm's approach stands out through accolades like Top Women Wealth Advisors and Best-In-State recognitions, reflecting a commitment to excellence and client-centric service. With a mission centered on achieving clients' goals, Edge Capital Group offers unbundled advice, personal advisory council teams, and a strong focus on long-term continuity. Generated from the website content

RFH CPAs & Consultants, located in Lexington, KY, is dedicated to exceeding client expectations by delivering superior quality service and expert advice. Their mission is to add value through personalized accounting services provided by a highly qualified and dedicated staff, utilizing the latest technology while adhering to the highest professional and ethical standards. The firm offers a comprehensive range of services, including audit assurance, tax compliance, and consulting advisory, tailored to meet the unique needs of businesses, individuals, estates, trusts, and non-profit organizations. By understanding clients' business environments and goals, RFH strives to provide not just financial reports but also valuable insights that allow clients to focus on their core operations. Generated from the website