University of Cincinnati

About Summit Financial Group, Inc. Summit Financial Group, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.

WaterStone Investment Counsel, LLC, based in Cincinnati, OH, has recently joined forces with MAI Capital Management, bringing their expertise in wealth management and financial services to a wider client base. With a focus on shaping the future of advice and making a positive impact on clients' lives, the firm offers a range of services for individuals, families, athletes, entertainers, employees, and employers. Through their partnership with MAI Capital Management, WaterStone Investment Counsel clients now have access to a firm with a 50-year history of client care, an extensive and experienced team, and expansive resources to meet their financial needs. The collaboration aims to empower clients to simplify, protect, and grow their wealth, reflecting a commitment to excellence and client-centric values.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.