Skip to main content
Tri-State Financial Group
Tri-State Financial Group
  • Home
  • About Us
    • Our Mission Statement
    • Our People
    • Our Location
    • Our Services
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Long-Term Care Insurance
    • Life Insurance
    • 401(k) Information Request
  • Contact Us
  • Client Login
    • Wealthscape
    • eMoney

Tri-State Financial Group

8044 Montgomery Road Suite 530 Cincinnati, OH 45236

Phone:

  • 513-985-0320 / 513-985-0240

Fax:

  • 513-985-0325

E-mail:

  • Michael.George@tri-statefinancialgroup.com
  • Michelle.Metzger@tri-statefinancialgroup.com
  • Michael.Metzger@tri-statefinancialgroup.com
  • Rhonda.Matarese@tri-statefinancialgroup.com
  • Angie.Hospodar@tri-statefinancialgroup.com
  • Andrea.Todd@tri-statefinancialgroup.com
  • Facebook Icon

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

View Videos

 

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

More Videos »
Transcript

Newsletters

  • Are You Missing the Bull’s-Eye with a Target-Date Fund?

    Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work.

  • Location, Location, Location: The Premium Parents Pay for Top Schools

    Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

  • Why Renters Should Have Their Own Insurance

    Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.

  • Peer-to-Peer Payments Are Popular, but Be Careful

    Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses — these precautions can help avoid costly mistakes.

More Newsletters »

Calculators

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators »

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc..d

Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

*Associated persons of Osaic Wealth, Inc. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

CRN-6747776-062824

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck