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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

Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

 

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

More Videos »
Transcript

Newsletters

  • Do You Have Enough Life Insurance?

    Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.

  • A Critical Combo: Life Insurance with Long-Term Care Benefits

    Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.

  • Do You Know Your Medicare Coverage Options?

    There are two ways to obtain Medicare coverage: Original Medicare and Medicare Advantage. Here’s how they work.

  • Consumer Sentiment: Do Americans See Brighter Days Ahead?

    Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?

More Newsletters »

Calculators

  • Estate Taxes

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

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Car Affordability

    How much can you afford to pay for a car?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

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