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+1 513-985-2066
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Well Fargo Advisors 8044 Montgomery Rd, Ste 570, Cincinnati, OH, 45236
Kenwood
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0.6 miMontgomery Rd & Kenwood Rd
0.7 miMontgomery Rd 7772
0.7 miMontgomery Rd 7751
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Specialties
401K rollover, 401K Fiduciary Consultant, 401K Fee Disclosure, Cincinnati Financial Advisor, Life Insurance, Group Health Insurance, Financial Planning
Meet the Business Owner
Kenneth L.
Business Owner
With more than 24 years experience in the financial services industry, I am dedicated to helping my clients with their 401K and 403b consulting and fiduciary concerns.
Before serving as a financial advisor, I gained invaluable experience with Fidelity Investments assisting 401(k) and 403(b) investors and plan sponsors with the design, implementation, and execution of their retirement plans.
As a life-long resident of Cincinnati Ohio and Northern Kentucky, I am uniquely positioned to help meet the financial needs of businesses and investors in the Greater Cincinnati region.
