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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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Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

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Calculators

You can review interesting calculators on my site.

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Transcript

Newsletters

  • Playing Fair: New Consumer Protections for Airline Passengers

    Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.

  • Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

    High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.

  • Read a Good Beige Book Lately?

    The Federal Reserve’s Beige Book provides a concise narrative overview of the economy in each of the 12 Federal Reserve Bank Districts and is readily available to the public.

  • HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

    At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.

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Calculators

  • Lease Payment

    How much would your monthly lease payment be?

  • Car Affordability

    How much can you afford to pay for a car?

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

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

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