08/22/2025
We had a blast participating in the Corporate Olympics for Special Olympics Ohio- Hamilton County on Fountain Square yesterday. Didn't come home with a trophy, but shared a lot of laughs and good times for a good cause that is close to our hearts.
08/08/2025
Thanks to our neighbors at North American Properties for including us in their activities. We are taking part in a friendly fundraising competition to help grant a wish for an incredible child through Makeawish America. Thank you for trusting us to be part of your incredible impact.
Here’s the link if you’d like to join in and support: https://one.bidpal.net/naproperties2025/welcome
This week, North American Properties hosted a Lunch & Learn to hear from Make-A-Wish and kick off a meaningful initiative. We’re teaming up with our venture companies—, Eleeo Brands, and — and our neighbor —in a friendly fundraising competition to help grant a wish for an incredible child.
Thank you,, for all that you do and for letting us be a part of your mission. 💙 Let’s make magic happen, one wish at a time. 💫
Here’s the link if you’d like to join in and support: https://one.bidpal.net/naproperties2025/welcome
03/28/2025
It's baseball season in Cincinnati!
Enjoyed some of the sunshine during the Parade.
03/18/2025
S1- E1: The Importance of Planning | The Wealth Planning Podcast with Jason Hallmark
We all plan, consciously or unconsciously. But why is it important to have clear, written plans to accomplish our goals? There are clear benefits to having a process in place by which individuals can be clear on what they want from life, and we spend some time discussing them. For more information,....
10/21/2024
This past Friday members of the Queen City Team had the opportunity to volunteer at Matthew 25 Ministries for our Quarterly Volunteer Outing.
Matthew 25 was an easy choice for us due to the immense impact that they are having in regions of the country that have been devastated by the recent hurricanes. In fact, most of the incoming donations we were tasked with unloading and sorting were intended for the hurricane relief efforts in Florida and the Carolinas.
Before we got started, we had the opportunity to go on a full tour of their show room where they spoke about all of the disasters and projects that they respond to and support around the world. Their reach and impact is truly incredible and it was a humbling experience to be part of it.
05/13/2024
Happy Anniversary to Queen City Financial Advisors!
We celebrated our 15th Year Anniversary party at Hoppin Vines in Kenwood.
We want to thank all of our advisors and teams who made this past 15 years the best years. We still have the core group of advisors who have been together since the beginning, as well as a number of advisors who have joined since then.
Thanks to everyone, advisors, spouses and sponsors who came out and joined us for the night with duckpin bowling, dinner and drinks.
11/02/2023
A few members of our Branch made the trip down to Phoenix to attend this year's Osaic . This gave the advisors a great opportunity to gain fresh knowledge from many other great financial professionals from around the country and to learn from industry experts.
Just like anyone would do who travels to Arizona, we made a pit stop to check out the beautiful sites in Sedona!
10/17/2023
Have you considered how long-term-care costs could affect your retirement budget? Find out more.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
10/09/2023
You may not be able to stop from wreaking havoc, but can manage some of the financial loss.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
10/06/2023
Have you ever considered working with a Financial Advisor?
Now is a great time to get started working with us! We’re currently accepting new clients for the following services:
⭐Financial Planning
⭐Retirement Projections
⭐Tax Efficient Planning
⭐Generational Wealth Transfers
⭐Small Business Planning
⭐Estate Planning