Wells Fargo Advisors

Craig Capital Wealth Management, located in Mason, OH, is a trusted financial planning firm that offers personalized services to help clients achieve their unique financial goals. With a pragmatic approach to wealth management, their experienced team provides thoughtful advice and guidance tailored to each individual's needs, wants, and wishes. Whether you are a family, individual, retiree, pre-retiree, or sudden wealth recipient, Craig Capital Wealth Management is dedicated to nurturing your wealth and helping you live a longer, better life. Led by David Craig, the owner and registered principal, along with financial advisor Bethany Beebe and operations manager Christine Walton, the team at Craig Capital Wealth Management understands that the essence of investment management is the management of risks, not just the management of returns. They prioritize collaboration with their clients to fully understand their financial aspirations and create personalized financial plans that align with their goals and objectives. With a focus on putting their clients first, Craig Capital Wealth Management is committed to providing exceptional service and support every step of the way.Generated from the website

H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Mason H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.