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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@LFG.com
  • Michelle.Metzger@LFG.com
  • Michael.Metzger@LFG.com
  • Rhonda.Matarese@LFG.com
  • Angie.Hospodar@LFG.com
  • Andrea.Todd@LFG.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.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

 

Should You Sell When the Market Drops?

The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?
More Videos »

Newsletters

  • Take Advantage of Deductions for Business Investments

    A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.

  • Corporate Debt: Are Juicier Yields Worth the Extra Risk?

    This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.

  • Could You Be Responsible for Your Parents’ Nursing Home Bills?

    Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.

  • Insurance to Help Protect Your Business from Lawsuits

    Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?

More Newsletters »

Calculators

  • Impact of Inflation

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

  • College Funding

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

  • Federal Income Tax

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

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

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 a marketing name for Registered Representatives of Lincoln Fiinancial Advisors, Corp.  Not all Registered Representatives with our firm are able to offer advisory services.

 

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.

Unless otherwise identified, 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

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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