About Queencity financial advisors
Queen City Financial Advisors LLC is a full-service financial planning firm located in Downtown Cincinnati. The company has been providing comprehensive financial planning services to individuals, families, and businesses for over 30 years. With a team of experienced professionals, Queen City Financial Advisors LLC offers customized solutions to help clients achieve their financial goals.
The company's mission is to provide exceptional service and guidance to its clients by developing long-term relationships based on trust, integrity, and mutual respect. Queen City Financial Advisors LLC believes that every client deserves personalized attention and tailored solutions that meet their unique needs.
Queen City Financial Advisors LLC offers a wide range of services including retirement planning, investment management, estate planning, tax planning, insurance analysis, and business succession planning. The company's team of experts works closely with clients to understand their goals and develop strategies that align with their objectives.
Retirement Planning: Queen City Financial Advisors LLC helps clients plan for retirement by analyzing their current financial situation and developing a customized plan that takes into account factors such as age, income level, lifestyle preferences, risk tolerance level among others. The company also provides ongoing support throughout the retirement process.
Investment Management: Queen City Financial Advisors LLC provides investment management services designed to help clients achieve long-term growth while minimizing risk. The company's team of experts uses a disciplined approach to investing that focuses on diversification across asset classes.
Estate Planning: Queen City Financial Advisors LLC helps clients develop an estate plan that ensures the smooth transfer of assets from one generation to the next while minimizing taxes and other costs associated with estate administration.
Tax Planning: Queen City Financial Advisors LLC provides tax planning services designed to help clients minimize their tax liability while maximizing deductions and credits available under current tax laws.
Insurance Analysis: Queen City Financial Advisors LLC analyzes client insurance needs including life insurance policies disability coverage among others in order ensure adequate protection against unforeseen events
Business Succession Planning: For business owners looking forward towards retiring or passing on their business to the next generation, Queen City Financial Advisors LLC provides business succession planning services that help ensure a smooth transition of ownership while minimizing taxes and other costs associated with the transfer of ownership.
Queen City Financial Advisors LLC is committed to providing exceptional service and guidance to its clients. The company's team of experts works closely with clients to develop customized solutions that meet their unique needs. With over 30 years of experience in financial planning, Queen City Financial Advisors LLC has established itself as a trusted partner for individuals, families, and businesses looking for comprehensive financial planning services.