Foster & Motley - Cincinnati, Ohio

Foster & Motley

Foster & Motley is a highly regarded financial services firm located at 7755 Montgomery Rd #100, Cincinnati, OH 45236. With a strong focus on providing exceptional financial planning, brokerage, auditing, consulting, and investment services, they have earned a stellar reputation in the industry.

The company offers a wide range of services to cater to the diverse financial needs of their clients. Their specialties include financial planning, finance brokering, financial auditing, consulting, and working with financial institutions and investment companies. They also provide investment services, ensuring that clients have access to comprehensive financial solutions.

In addition to their expert services, Foster & Motley is committed to creating a welcoming and accessible environment for all clients. They offer online appointment scheduling, onsite services, and have wheelchair accessible parking, restrooms, seating, and entrance facilities.

To further enhance their client's experience, appointments at Foster & Motley are recommended. This allows the team to provide personalized attention and tailored financial solutions to each client, ensuring the best possible outcomes.

The company has received overwhelmingly positive feedback from their clients. With an impressive 5/5 average rating based on two reviews on Google My Business, Foster & Motley has demonstrated their commitment to excellence and client satisfaction.

To learn more about Foster & Motley's services or to schedule an appointment, visit their website at fosterandmotley.com. You can also reach them directly by phone at 35616640.

👍 Reviews of Foster & Motley

Walter C.

5/5

I recently moved my assets from Morgan Stanley Smith Barney to Foster and Motley and was most impressed with how easy the move was, how friendly the staff is and how comfortable I feel. My Portfolio Manager is Zach Horn and I couldn’t be more pleased with the excellent diversification and choices of investments he and the firm have made. The fees are noticeably lower than many wealth managers charge and their long & short term performance flirts with the top performing managers. When management performance is equal and similar, one has to do their due diligence and plug management fees into the equation. Their .9% and less management fees, coupled with their past performance, is the right mix for my portfolio management.

Tony

5/5

I have been with Foster and Motley for about two years now, and l am extremely pleased. I have had my investments with two other firms in the past and there is no comparison. The service and strategic planning is excellent. They do a wonderful job of sticking with the financial goals that we have set up for my family. I work with Dave and Brad and they don't always tell me what I want to hear. They focus on sticking with the goals we set up to help my family reach our financial goals.