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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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Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

 

Stocks and Stock Mutual Funds 101

Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.
More Videos »

Newsletters

  • When You Can’t Speak for Yourself

    Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.

  • Turbulent Times: Bear Markets Come and Go

    A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.

  • Your Business: New Rules for Writing Off Restaurant Meals

    The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.

  • Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses

    Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.

More Newsletters »

Calculators

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • 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.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Estate Taxes

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

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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