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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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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

 

3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

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Transcript

Newsletters

  • Surprise! It’s Retirement Time

    Considering some important issues now could provide more options in the event of early retirement.

  • Life Insurance for Two

    Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

  • Locked Out? How to Break Into Today’s Housing Market

    Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

  • Closed-End Funds May Offer Higher Income

    Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

More Newsletters »

Calculators

  • Federal Income Tax

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

  • College Funding

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

  • Lease Payment

    How much would your monthly lease payment be?

  • Impact of Inflation

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

More Calculators »

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic Wealth), member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, subsidiary of Osaic Holdings, Inc.

Osaic Wealth 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