Cincinnati, OH Financial Advisor Office

David AbneyDavid and his team specialize in addressing the ever evolving planning needs of emerging affluent professionals across the country. Our core philosophy is simple – great offense and great defense. Our four-step planning process aims to add clarity, confidence and accountability in our clients’ lives all while taking special pride in the world class relationships we build along the way.Visit my website

Expertise: Financial Planning, Investment Strategies, Life Insurance Planning, Disability Income Planning, Retirement Planning

Languages: English

Location: Beavercreek OH, 45440

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Abigail Alig Visit my website

Languages: English

Location: Cincinnati OH, 45236

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Michael Allen

CFP®, RICP®

I've lived in Dayton for 20 years & started at Northwestern as an intern in 2013 while earning my finance degree at Ohio State University. My wife Heather & live in Downtown Dayton with our son Teddy, dog Charlie, & cat Grace. We look forward to building our goals and family, while I assist you in building yours!Visit my website

Expertise: Financial Planning

Languages: English

Location: Beavercreek OH, 45440

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Cameron AndersonI am a 4th generation financial representative at Northwestern Mutual. A firm that’s managed clients money for more than 165 years. We leverage the hindsight of preceding generations to create foresight for our current clients. Ultimately, we help each client craft a clear vision, provide thoughtful perspective, and clear direction.Visit my website

Expertise: Retirement Planning, Life Insurance Planning, Estate Planning, Education Funding, Business Risk Management, Business Continuation Planning, Employee and Executive Benefits Planning, Disability Income Planning, Business Valuation Planning, Business Succession Planning, Financial Planning

Languages: English

Location: Beavercreek OH, 45440

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Eric Anderson Visit my website

Expertise: Business Continuation Planning, Investment Strategies, Disability Income Planning, Employee and Executive Benefits Planning, Life Insurance Planning

Languages: English

Location: Beavercreek OH, 45440

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Alex ArmstrongI run a wealth management practice in Cincinnati Ohio. My team and I create and implement comprehensive financial plans at all stages of life to help ensure our clients meet their goals personally, professionally, and financially. Connect and reach out to set up a consultation!Visit my website

Expertise: Financial Planning, Wealth Management, Investment Strategies, Employee and Executive Benefits Planning, Retirement Income Planning, Life Insurance Planning, Disability Income Planning, Retirement Planning

Languages: English

Location: Cincinnati OH, 45209

RICP®

Languages: English

Location: Beavercreek OH, 45440

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Raymond Baker Visit my website

Expertise: Financial Planning, Retirement Planning

Languages: English

Location: Cincinnati OH, 45209

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Ben Beshear

CFP®, CLTC®, AWMA®

I started my career with Northwestern Mutual in 1999 as an intern. In 2005, I created Beshear Financial with a goal to deliver exceptional, comprehensive planning, giving you the peace of mind to focus on the things in life that matter more than money. Helping you define your fun, and more importantly, your purpose while acquiring the funds to fuel them is exactly what we're good at.Visit my website

Expertise: Wealth Management, Education Funding, Investment Strategies, Retirement Income Planning

Languages: English

Location: Cincinnati OH, 45209

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