Stevens Investment Group, Inc.

Our holistic approach goes well beyond a financial product or even the traditional financial plan. By building an ongoing relationship we become a wealth mentor and your personal CFO to provide guidance, coordination and oversight on an on-going basis. Whether you are just starting out, midlife or approaching retirement, planning is vital to your success. As your Personal Wealth Coach, our process provides professional financial solutions and access to a wide diversity of opportunities to help address your financial objectives.

Walsh Asset Management is a financial services firm located in Cincinnati, Ohio. The company has been in business for over 20 years and offers a wide range of financial services, including investment management, business retirement plans, and retirement planning. Walsh Asset Management is committed to providing its clients with the best possible service and has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. The company accepts all major credit cards.

Gallagher Pool Wealth Management strives to offer robust wealth solutions to accommodate each client’s asset management needs based on risk tolerance, tax classification and time horizon. We rely on the value of asset allocation, the power of advice, fee-based guidance, and ongoing advice and oversight to determine a prudent investment allocation for each client.