Premier Planning Group

Oxford Financial Group, Ltd. - CincinnatiAt Oxford, we provide unbiased, fee-only financial advice, placing our clients at the heart of our business. As a truly independent firm in Cincinnati, we do not sell products or receive commissions, ensuring our sole commitment is to serve your best interests. Our services include investment advisory, estate planning, wealth management, investment consulting, trust administration, and family office services. With over 43 years of experience and $30 billion in assets under advisement, we pride ourselves on our independence, expertise, and results-oriented approach. Trust Oxford for multigenerational estate planning and forward-thinking investment solutions.

Morgan Stanley Smith Barney is one of the leading investment banks that provide a wide range of financial services and products. The company operates through various business segments, such as institutional securities, global wealth management group, asset management and financial services. It offers capital raising, corporate lending and financial advisory services to corporate and institutional investors. The company provides brokerage and investment advisory services and financial planning for individual investors and small-to-medium businesses. Its credit cards unit offers cash back, travel rewards and discount options. The company s investment banking services include advising and securities underwriting. In addition, it offers investment options, including mutual funds, unit investment trusts and separately managed accounts.

Raymond James Financial Services in Cincinnati, OH is a global financial firm specializing in providing trusted advice and tailored strategies for individuals and institutions. Their wide range of services includes wealth management, investment solutions, financial planning, estate planning, insurance solutions, and more. With a strong focus on people and their financial well-being, Raymond James is committed to working responsibly and sustainably, evident through their corporate responsibility initiatives. They also prioritize creating a supportive and inclusive culture for their employees. Generated from the website