John D.
10/4/2024
David has always been a great help in setting up my retirement and managing my stocks. I would highly recommend to everyone.
Kurtz & Associates
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29 S F St
Hamilton, OH 45013
Kurtz & Associates is a financial planning firm nestled in the heart of Hamilton, OH, catering to individuals seeking expert guidance on managing their finances. With a team of seasoned professionals, they offer personalized strategies tailored to each client's unique financial goals and aspirations. From retirement planning to investment management, they provide comprehensive services designed to help clients navigate the complexities of financial planning with confidence.
At Kurtz & Associates, clients can expect a collaborative approach to financial planning that emphasizes clear communication and transparency. By fostering a supportive environment, they empower clients to make informed decisions about their financial future. Whether you're looking to build wealth, secure your retirement, or plan for your children's education, Kurtz & Associates is dedicated to helping you achieve financial peace of mind.
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Reviews
3.02 reviewsHelen T.
2/22/2019
One of their associates set me up in a SEP which I did not qualify for. Shortly after, my husband realized this error and called it to their attention - and this was in 2015. They STILL have...
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