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

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

Contact Us

Please feel free to contact us with any questions.

Contact Us

 

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?
More Videos »

Newsletters

  • Small Businesses Are Short-Staffed and Overwhelmed

    The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?

  • Should You Consider Tapping the Equity in Your Home?

    Using home equity to fund other financial objectives has potential benefits and risks. This article looks at various ways to tap home equity.

  • Are You a HENRY? Consider These Wealth-Building Strategies

    High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.

  • ETFs Are Gaining on Mutual Funds: Here’s Why

    Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.

More Newsletters »

Calculators

  • 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.

  • Savings Goals

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

  • Car Affordability

    How much can you afford to pay for a car?

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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

 

 

  • Site Map