Fort Washington Investment Advisors Inc - Cincinnati, Ohio

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Fort Washington Investment Advisors Inc: A Comprehensive Overview

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Fort Washington Investment Advisors Inc. is a reputable financial services firm dedicated to providing comprehensive investment solutions to individuals and families. Located at 303 Broadway #1200, Cincinnati, OH 45202, and easily accessible with a wheelchair accessible entrance and parking lot, the firm operates with a commitment to client-centric service. Their phone number is 33617600, and a detailed website can be found at westernsouthern.com. Fort Washington specializes in acting as a financial planner, operating as an investment company, and offering tailored investment services. Appointments are highly recommended to ensure dedicated attention and allow ample time for discussing individual financial goals.

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Key Features and Services

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Fort Washington distinguishes itself through a personalized approach to wealth management. They focus on building long-term relationships with clients, understanding their unique circumstances, and crafting investment strategies aligned with their objectives. The firm’s services extend beyond simple investment management to encompass a holistic view of a client’s financial well-being. This includes:

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• Investment Management: Fort Washington offers a wide range of investment options, including stocks, bonds, mutual funds, and alternative investments. Their experienced team utilizes sophisticated research and analysis to identify opportunities and manage risk effectively.

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• Financial Planning: They provide comprehensive financial planning services, addressing areas such as retirement planning, education savings, estate planning, tax optimization, and insurance needs.

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• Portfolio Management: Clients benefit from tailored portfolio management designed to achieve specific financial goals, considering factors like risk tolerance, time horizon, and investment preferences.

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• Client Support: The firm prioritizes excellent client service, offering ongoing support and communication to ensure clients are informed and confident in their financial decisions.

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Location and Accessibility

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The Cincinnati office, located at 303 Broadway #1200, is strategically situated within the city's business district. The firm’s commitment to accessibility is evident through its wheelchair accessible restroom, providing a comfortable and inclusive environment for all clients. Furthermore, the building boasts features designed to accommodate individuals with mobility limitations, reflecting a dedication to serving a diverse clientele. The firm’s location facilitates convenient access and ease of engagement for clients in the Cincinnati area.

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Client Feedback and Reputation

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Fort Washington Investment Advisors Inc. has garnered positive feedback from its clients, as evidenced by two reviews available on Google My Business. These reviews consistently highlight the firm’s professionalism and dedication to client satisfaction. Specifically, clients frequently commend the team’s responsiveness, expertise, and ability to navigate complex financial situations with care and understanding. One client, for instance, described Adam Morton as a ‘true professional’ who demonstrated a deep understanding of client service, a sentiment echoed by others regarding team members like Stefanie Burkert. The firm’s dedication to fostering positive client relationships is a key element of its success. It’s apparent that a family member has even transferred a substantial portfolio to Fort Washington, a powerful testament to the team's capabilities and the trust they’ve earned. While the average rating is 3/5, the qualitative feedback strongly suggests a significantly higher level of client satisfaction than the numerical score indicates. The consistent praise for individual advisors, particularly Adam Morton, points to a dedicated and knowledgeable staff.

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Contact Information and Additional Resources

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For inquiries or to schedule an appointment, prospective clients are encouraged to contact Fort Washington Investment Advisors Inc. at 33617600 or visit their website at westernsouthern.com. The firm also welcomes walk-ins, although appointments are strongly recommended to ensure personalized attention.

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👍 Reviews of Fort Washington Investment Advisors Inc

Brian C.

5/5

Adam Morton with Fort Washington is a true professional and understands customer service in a time when these traits seem to be lost. Adam and his team, including Stefanie Burkert, have gone above and beyond to make my transition to their firm an easy and stress-free experience. Highly recommend. In fact, a family member has transferred his portfolio to Fort Washington as a result of Adam's great care.

Marcus F.

1/5