Anders Juel
Phone: 513-729-9737
Email: anders.juel@queencityadvisors.com
As an independent financial advisor, Anders focuses on assisting individuals, families, and small business owners reach their personal and financial goals by offering sound advice and providing the highest level of service.
He works with clients of all ages, but specializes in serving clients planning for and approaching retirement; assisting clients as they make the transition from a working life to retirement. Anders helps determine how to best take income from investments, pensions and social security with focused attention on creating income for life.
Anders offers clients a broad range of financial services and investment products, which can be tailored to meet specific needs and objectives. He is committed to providing exceptional service and works closely and effectively with his clients. "I want to be the best I can be & I want to improve my clients’ lives" he says.
Clients include employees at a number of local and national corporations, non-profits, and government agencies such as the University of Cincinnati, Duke Energy, P&G, Springfield Township, The Health Alliance, and UC Childcare Center to mention a few. Anders has been working in the financial services field for more than 10 years, following a career in the hotel and restaurant business after graduating with a college degree in Hotel and Restaurant Management from SITC Tete-De-Ran Hotel Management School in Switzerland in 1991.
Anders currently resides in Milford with his wife Karen. In his spare time Anders enjoys spending time with friends and family, playing golf, is an avid wine collector, and loves to travel.
For a complimentary, personalized and confidential review of your current financial situation and goals, contact Anders.
Honors and Awards
Selected as a 2008, 2010 and 2011 FIVE STAR Best in Client Satisfaction Wealth Manager (SM) Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to over 51,000 high-net-worth households and 11,000 financial services professionals to evaluate the approximately 14,800 wealth managers in the Cincinnati area (includes Brown, Butler, Clermont, Clinton, Greene, Hamilton, Highland and Warren counties - State of Ohio). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Cincinnati area. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. Wealth managers do not pay a fee to be included in the research or final list. Scores reflect an average of all respondents and may not be representative of one client’s evaluation. Working with a FIVE STAR Wealth Manager does not guarantee investment success.