Broker Check

Our Centers of Influence

Attorneys We Work With

Estate Planning Attorney
Andrew S. Larkin
Rebold Larkin Murray, LLC
5636 Bridgetown Rd.
Cincinnati, Ohio 45248
ReboldLaw.com
Ph: 513-574-0100

 

Estate Planning Attorney
Christina Flanagan
Wood & Lamping
600 Vine Street, Suite 2500
Cincinnati, OH 45202
https://woodlamping.com/attorneys/cflanagan/
(513) 852-6036
cmflanagan@woodlamping.com


Estate Planning Attorney
Daniel McCarthy
McCarthy Law Office
7595 Bridgetown Road
Cincinnati, OH 45248
www.danmccarthylaw.com
(513) 815-7006
mccarthy@danmccarthylaw.com



 Special Needs Trusts and Estate Planning
Olivia Smith
Cornetet, Meyer, Rush & Stapleton Co., L.P.A.
123 Boggs Lane,
Cincinnati, Ohio 45246
Tel: (513) 771-2444
https://www.oksmithlaw.com/



Special Needs Trusts and Estate Planning
Esther M. Norton
RKPT Attorneys at Law
7 West Seventh St, Suite 1400
Cincinnati, OH 45202
513-721-3330

9545 Kenwood Rd, Suite 402
Cincinnati, OH 45242
enorton@rkpt.com
www.rkpt.com

CPAs We Work With

Leverone Associates
Jack Leverone
https://www.leveronecpa.com/

Western Hills
4373 Harrison Ave
Cincinnati, OH 45211

Milford
5714-B Signal Hill Court
Milford, OH 45150

Montgomery
9200 Montgomery Ave
Cincinnati, OH 45242


Steve Schott
steve@accountax.cc
Phone: 513-922-4888
Fax: 513-922-9888
Delhi


McManis CPA
Scott McManis
Scott@mcmanisaccounting.com
2 Edgecombe Dr Milford OH 45150
5613-831-8520