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BEST RATED CINCINNATI, OH FINANCIAL SERVICES

3 Best Financial Services in Cincinnati, OH

Expert-recommended Top 3 Financial Services in Cincinnati, Ohio. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Total Wealth Planning, LLC - Cincinnati, OH Financial Services
Total Wealth Planning, LLC - Cincinnati, OH Financial Services
Total Wealth Planning, LLC - Cincinnati, OH Financial Services
Best Financial Services in Cincinnati OH - Total Wealth Planning, LLC video
10+ YEARS IN TBR
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TOTAL WEALTH PLANNING, LLC

(4.8 Score)
4665 Cornell Road, Suite 160,
Cincinnati, OH 45241 Directions

Since 1989

Specialty:

✓ College and Insurance Planning ✓ Charitable Giving ✓ Tax and Estate Planning ✓ Retirement and Financial Planning ✓ Investment Management ✓ Wealth and Business Planning ✓ Assets Allocation ✓ Insurance ✓ 401 K Investment Options

“Total Wealth Planning, LLC provides advice that is unbiased and focused on your best interest at all times, without product sales or commissions. Their team of 19 professionals serves 743 client households with approximately $1.20 billion in assets. Total Wealth Planning, LLC is a group of wealth management professionals whose personalities align with their clients, allowing them to deliver advice in a down-to-earth manner. Rob is the founder of Total Wealth Planning, LLC. He completed a Bachelor of Science in Business Administration and a Master of Business Administration from Xavier University, focusing on finance. He is a Series 65 licensed Investment Advisor Representative, a member of the National Association of Personal Financial Advisors (NAPFA), a charter member of the National Advisor Confidence Index, and an Ohio Notary.”

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Contact:

(513) 984-6696 (317) 877-8000

Mon-Fri: 8:30am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

WealthWise Financial Group - Cincinnati, OH Financial Services
WealthWise Financial Group - Cincinnati, OH Financial Services
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WEALTHWISE FINANCIAL GROUP

(4.8 Score)
1325 East Kemper Road,
Cincinnati, OH 45246 Directions

Specialty:

✓ Retirement Planning ✓ Tax Planning ✓ Estate Planning ✓ Insurance Planning ✓ Investment Planning

“WealthWise Financial Group understands that each individual faces unique challenges in their financial lives. They take the time to understand your needs and concerns and specialize in crafting a plan tailored to meet your financial goals and objectives. Quentin Davis and Daniel Riegner are the co-founders of WealthWise Financial Group. They believe it has far-reaching benefits for their clients to get opinions from several sources with diverse backgrounds, education, and experience. WealthWise Financial Group is confident that with their understanding of personal finance, coupled with their training as financial professionals, they can help people better prepare for the future. They can help you address your needs today and for many years to come. They look forward to working with you.”

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Contact:

(513) 276-3772

Mon-Fri: 8am - 5pm
Sat&Sun: By Appointment

TBR® Inspection Report:

Ojm Group - Cincinnati, OH Financial Services
Ojm Group - Cincinnati, OH Financial Services
Ojm Group - Cincinnati, OH Financial Services
Best Financial Services in Cincinnati OH - Ojm Group video
8+ YEARS IN TBR
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OJM GROUP

(4.7 Score)
8044 Montgomery Road, Suite 440,
Cincinnati, OH 45236 Directions

Since 2007

Specialty:

✓ Asset and Tax Planning ✓ Investment Management and Wealth Management ✓ Risk Management Analysis ✓ Qualified Retirement Plans and Iras ✓ Profit-Sharing Plans ✓ Education Funding ✓ Risk Tolerance ✓ Asset Protection ✓ Tax Reduction ✓ Corporate Structure ✓ Life ✓ Disability and Long Term Care ✓ 401 K ✓ Traditional Pension and Defined Benefit Plans ✓ Personal ✓Corporate Planning

“OJM Group is a multidisciplinary wealth management firm. Jason M. O’dell is the Managing Partner of OJM Group. Jason is a financial consultant, investment advisor, and insurance specialist with more than 25 years of experience working with high-net-worth clients, including physicians, professionals, and their businesses. Jason is a co-author of more than a dozen financial resources, including Wealth Planning for the Modern Physician, Wealth Management Made Simple, and Risk Management for the Practicing Physician, a Category 1 CME-certified monograph. He has also authored numerous articles and presented lectures, web seminars, and podcasts on investment management, retirement planning, and a broad scope of financial topics. OJM Group will be your advocate as they work with you to develop, implement, and maintain a dynamic plan with the flexibility to adapt to changes in your career, family life, and retirement goals.”

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License 2010031900166

Contact:

(877) 656-4362 (513) 791-7525

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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TOTAL WEALTH PLANNING, LLC REVIEWS

Working at Total Wealth Planning in Blue Ash, Ohio, has been an incredibly rewarding experience. The clients we serve are truly remarkable—each interaction is an opportunity to build meaningful relationships and help families achieve their financial dreams. It’s fulfilling to be part of a company that values its clients and works diligently to provide personalized, top-tier service. What sets Total Wealth Planning apart is the positive teamwork environment. Everyone on the team is collaborative, supportive, and genuinely committed to helping each other succeed. There’s a shared sense of purpose that makes coming to work enjoyable and inspiring. The leadership fosters open communication and ensures that every team member feels valued and empowered to contribute their best. Whether you are seeking a transparent and knowledgeable financial advisor OR searching to join a growing RIA fee-only advisory firm, look no further than Total Wealth Planning.

Total Wealth Planning has been providing quality client service for over 35 years. They keep the client's best interest top of mind and go out of their way to give comprehensive financial planning advice. Not only do they treat clients well, but they also empower their employees to be the best versions of themselves to continue to create a legacy for years to come. If you are looking for a great firm to give you advice and help grow your wealth look no further! (Current Employee of TWP)

Of all industries, financial wealth planning should be the most relational of all. Sadly, it has become uber transactional and advice and true planning has become a lost art. Fortunately, not at Total Wealth Planning. Great culture with knowledgeable and trusted advisors that really listen to your dreams and goals, focus on building deep and long-lasting relationships with your family and help you strategize how to achieve them. Highly recommend!

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WEALTHWISE FINANCIAL GROUP REVIEWS

My fiancé Victoria and I met with Quentin for initial advice about combining our finances and how to better strategize our savings and investments moving forward. Quentin was extremely helpful and very easy to work with. He gave us great advice about how to make our money work for us and also provided some useful budgeting tools so we can lay out our path to retirement and adjust our spending accordingly. I highly recommend Quentin and WealthWise Financial Group.

I am so happy that we switched to Quentin Davis with Wealthwise Financial Group. Mr. Davis is very knowledgeable and helpful, and our money is in good hands with his company. I highly recommend him.

They are the greatest to work with , know there stuff and always let you of any changes good or bad . It’s always been good for me so thumbs up !!!!!

OJM GROUP REVIEWS

My wife and I have been with Jason O'Dell, OJM and now Adam Braunscheidel since 1997. We have always felt comfortable with everyone in the company. There is always a little trepidation about letting someone else manage your money and, consequently, retirement, but we have complete trust in Adam and Jason. They are always. very responsive to questions but, also, proactive in having us address issues that my wife and I may not have even considered. They are managing our retirement and our children's college funds and I am very comfortable with where we are headed. I am not a money person so this gives me more time to focus on family, work and hobbies. With Adam's management of our portfolio, I don't have to spend time trying to do research about how to invest. We meet periodically to go over updates and more often when changes arise. I would recommend them without reservation.

I met OJM Group during residency training. They have provide me excellent advice in all areas of insurance. They initially helped me with my individual disability insurance and established a great policy with excellent coverage and reasonable premiums. They continued to provided support on increasing my disability insurance over the years. As my insurance needs increased I have relied on OJM Group to implement life insurance and various other types of insurances. They are very professional and responsive.

I've been a client of OJM Group Their expertise in areas that I know little about or have little time to research is greatly appreciated! Communication and accessibility are major advantages when compared to other management services that my colleagues use. They are very accessible when I need them and feel confident that I will be able to rely on them well past my life in retirement- once that happens

TBR® Inspection Score Report

TOTAL WEALTH PLANNING, LLC Total Inspection Points: 115/120
Acknowledgments: 8
Business Hours: 9
Current Evaluation: 9
Reviews Study: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

WEALTHWISE FINANCIAL GROUP Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Current Evaluation: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Standard: 10

TBR® Inspection Score Report

OJM GROUP Total Inspection Points: 113/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Business Hours: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10