HORAN Wealth - Cincinnati, Ohio
Address: 8044 Montgomery Rd Suite 640, Cincinnati, OH 45236.
Phone: 37450707.
Website: horanwealth.com
Specialties: Financial planner, Financial advisor, Financial consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 4.2/5.
📌 Location of HORAN Wealth
⏰ Open Hours of HORAN Wealth
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
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Introduction to Horan Wealth
Horan Wealth is a respected financial services firm dedicated to providing comprehensive and personalized financial guidance to individuals and families. Located at 8044 Montgomery Rd Suite 640, Cincinnati, OH 45236, Horan Wealth operates with a commitment to building long-term relationships based on trust and transparency. Their primary focus revolves around helping clients achieve their financial goals through strategic planning, investment management, and ongoing support. The firm’s dedication to client well-being is evident in their proactive approach to financial planning and their willingness to adapt strategies to changing circumstances.
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Services Offered
Horan Wealth distinguishes itself through its multifaceted service offerings. They specialize as a Financial Planner, meticulously crafting tailored plans that align with each client’s unique objectives. As a Financial Advisor, they provide expert guidance on a range of financial matters, including retirement planning, education savings, and estate planning. Furthermore, they serve as a Financial Consultant, offering insightful analysis and recommendations to optimize financial performance. Their services extend beyond simple investment management; they encompass a holistic view of a client's financial life. A key aspect of their approach is a deep understanding of individual circumstances, ensuring that any suggestions are appropriate and beneficial. They frequently mention the importance of regular reviews and adjustments to plans, reflecting their commitment to ongoing success.
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Location and Accessibility
Clients can easily reach Horan Wealth at their Cincinnati office: Address: 8044 Montgomery Rd Suite 640, Cincinnati, OH 45236. For those seeking convenient communication, they offer Phone: 37450707. The firm’s commitment to inclusivity is demonstrated by their accessibility features. The office boasts a Wheelchair accessible entrance, a Wheelchair accessible parking lot, and a Wheelchair accessible restroom. Additionally, they provide a general Restroom. Appointments are required, and are strongly recommended to ensure dedicated time and personalized attention. They offer both Online appointments and Onsite services, providing flexibility to meet client needs.
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Client Feedback and Reputation
Horan Wealth has garnered positive feedback from its clientele, as reflected in its Average opinion: 4.2/5 rating on Google My Business, based on 13 reviews. This indicates a high level of client satisfaction. Feedback frequently highlights the firm’s attentive and knowledgeable advisors. Clients appreciate the time taken to understand their goals and the clear explanations provided regarding financial strategies. The emphasis on building a strong rapport and fostering trust seems to be a recurring theme in the reviews. Several comments emphasize the professionalism and personable nature of the staff. The firm’s commitment to creating a comfortable and welcoming environment is also noted, with comments describing the offices as “Nice people, Nice offices”.
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Key Features and Considerations
Several factors contribute to Horan Wealth’s appeal. The firm prioritizes a client-centric approach, tailoring solutions to individual situations. Their advisors possess a deep understanding of financial markets and regulations, allowing them to provide informed guidance. The emphasis on Appointment required and Appointments recommended underscores their commitment to delivering thorough and focused service. The firm’s dedication to accessibility ensures that clients with mobility challenges can comfortably engage with their services. It’s also clear that Horan Wealth values a positive and professional atmosphere, contributing to a pleasant client experience. They demonstrate a commitment to proactive communication and ongoing support, reinforcing their role as a trusted partner in financial well-being. The firm’s dedication extends to medical insurance needs, as highlighted by Chris Mihin’s expertise, offering peace of mind regarding future medical coverage. The consistent praise for the firm’s professionalism and the advisors’ dedication to understanding client needs suggests a core strength of the organization.
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Contact Information and Resources
To learn more about Horan Wealth and explore how their services can benefit you, visit their official website: Website: horanwealth.com. For immediate inquiries, you can reach them directly at Phone: 37450707. Their address is 8044 Montgomery Rd Suite 640, Cincinnati, OH 45236. We encourage prospective clients to schedule an appointment to discuss their financial goals and explore the possibilities with a dedicated advisor.
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"summary": "Horan Wealth is a Cincinnati-based financial firm offering comprehensive planning, advisory, and consulting services, known for its client-centric approach and accessibility, consistently receiving positive feedback.",
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👍 Reviews of HORAN Wealth
