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Contact Us

Cincinnati Headquarters

11260 Chester RD STE 250
Cincinnati, OH 45246

(513)772-2592


Coconut Creek Investment & Accounting Office

4171 West Hillsboro BLVD STE 4
Coconut Creek, FL 33073

Investment Client Line
(954)623-7611

 


Centerville Office

76 Marco LN
Centerville, OH 45458

(937)681-7153


Gahanna Office

Model Wealth Group

81 Mill St. STE 300
Gahanna, OH 43230

(614)863-6437


Ormond Beach Office

1024 N US Highway 1
Ormond Beach, FL 32174

(386)361-4422

About

  • What Makes Us Different
  • SmartVestor Pro
  • Our Team
  • Upcoming Events
  • Contact Us

Branch Locations

Cincinnati, OH
11260 Chester RD, STE 250
Cincinnati, OH 45246

Centerville, OH
76 Marco LN
Centerville, OH 45458

Gahanna, OH
81 Mill ST
Gahanna, OH 43230

Coconut Creek, FL
4171 West Hillsboro BLVD, STE 4
Coconut Creek, FL 33073

Ormond Beach, FL
1024 N US Hwy 1
Ormond Beach, FL 32174

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Michigan, Minnesota, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia

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