Lori Fox - Thrivent

Walsh Asset Management is a financial services firm located in Cincinnati, Ohio. The company has been in business for over 20 years and offers a wide range of financial services, including investment management, business retirement plans, and retirement planning. Walsh Asset Management is committed to providing its clients with the best possible service and has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. The company accepts all major credit cards.

We at Wilson Financial Services, Inc., are dedicated to the basics: Identifying your goals Developing a plan based on sound advice and knowledge Implementing the plan: updating it on a regular basis The key to our success, and yours, is our concept of a team effort. We have assembled a staff of professionals who have the knowledge, the experience and the sophisticated support systems you need. Best of all, we have never lost sight of one essential element - personal service. At Wilson Financial Services, Inc., you'll find the best of both worlds...the resources of a large company, and the personal attention that dedicates itself to a single mission - charting and implementing your financial course.

At B. P. Shelley & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the West Chester, OH area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.