HORAN Wealth

Cincinnati, Ohio

4.2 (13 reviews)
Call (513) 745-0707 Visit website →

About

HORAN Wealth is a Cincinnati-based financial advisory firm offering financial planning, retirement planning, estate planning, and wealth management services to individuals and business owners. The firm is SEC-registered and operates through HORAN Securities, Inc. (a FINRA/SIPC member) for securities offerings and HORAN Wealth Management for investment advisory services. Services include insurance consultation, Social Security planning, tax-efficient asset transfer strategies, and business succession planning, with particular focus on estate planning as a specialty.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
0 selected
Compare →