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9258 Wealth Management

Locations: 4420 Cooper Rd Suite 100 Cincinnati, OH 45242, US + (+2 more)

Company Size: 1 - 100

Industry: Financial Services

Company Website

AI Description

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  • Jennifer Hargis Bragg profile image

    Accountant/Bookkeeper at 9258 Tax Preparation & Planning | 513.829.4500 | jennifer@9258tax.com

  • Tom Finley profile image

    Director Of Operations at 9258 Wealth Management

  • Mark Dickey,CPA profile image

    Executive Vice President, Tax Manager at 9258 John F Dickey & Co. Tax Preparation & Planning | 513.829.4500 | mark@9258tax.com

  • Jason Phipps profile image

    Executive Vice President, Director of Business Development at 9258 Wealth Management

  • Walter Lunsford, AAMS® profile image

    Managing Partner, President, CEO at 9258 Wealth Management | 513.791.9258 | walt@9258wealth.com

  • Bill Groth, JD profile image

    Executive Vice President, Director of Estate Planning at 9258 Wealth Management | 513.863.4015 | wag@9258wealth.com

  • Pete Bohrofen profile image

    Vice President - Investments at 9258 Wealth Management | 513.791.9258 | pete@9258wealth.com

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