Search Results for: Financial Advisors, Cincinnati, Ohio

431 Ohio Pike North
Suite 210
Cincinnati, Ohio, 45255
Matthew Yerkes

Member Since 2006

Paladin Registry
 

Type(s) of Clients

  • Individuals & Families

Asset Requirement

  • $500,000

Client Services

  • Planning
  • Investment Advice
  • Insurance
  • Tax
 
8897 Cincinnati-Dayton Rd
West Chester, Ohio, 45069
Marc Henn

Member Since 2004

Paladin Registry
 

Type(s) of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Public Pension Funds
  • Nonprofit Organizations
  • Other

Asset Requirement

  • $250,000

Client Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance
  • Tax
 
West Chester, Ohio, 45069
Gerald Summers

Member Since 2008

Paladin Registry
 

Type(s) of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds

Asset Requirement

  • $50,000

Client Services

  • Planning
  • Investment Advice
  • Insurance
 
2305 Far Hills Avenue
Suite 206
Dayton, Ohio, 45419
Doug Kinsey

Member Since 2006

Paladin Registry
 

Type(s) of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Nonprofit Organizations

Asset Requirement

  • $250,000

Client Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance
  • Tax
 
84 South Fourth Street
Columbus, Ohio, 43215
Clint Edgington

Member Since 2009

Paladin Registry
 

Type(s) of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Nonprofit Organizations

Asset Requirement

  • $100,000

Client Services

  • Planning
  • Investment Advice
  • Money Management
  • Tax