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Tri-State Financial Group
Tri-State Financial Group
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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
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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

 

3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
More Videos »
Transcript

Newsletters

  • How Funding an HSA Could Help Strengthen Your Retirement Strategy

    Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.

  • Time for a Spring Cleanup: Organizing Your Financial Records

    Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.

  • A Wealth of Information: How to Read a Mutual Fund Prospectus

    Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.

  • Taking Control of Your Retirement Savings

    Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.

More Newsletters »

Calculators

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Savings Accumulation

    Estimate the future value of your current savings.

More Calculators »

This website is for educational or informational purposes. It is not intended as investment, legal, retirement or tax advice. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice.

 

Securities and investment advisory services offered through Lincoln Financial Advisors Corporation, a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Tri-State Financial Group is not an affiliate of Lincoln Fiinancial Advisors, Corp.  

We are securities licensed in the following states. If your ar a legal resident of one of these states, please proceed. Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Jersey, New York, North Carolina, Ohio,Pennsylvania, Rhode Island, Sourh Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wyoming, Wisconsin, South Dakota.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. 

Michael George CA license #0J20482

Michelle Metzger CA license #0D42620

Not all Registered Representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

CRN-3451087-021221

 

 

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