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    The Asset Advisory Group

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    Description

    • The Asset Advisory Group has been earning our clients' trust since it was founded by Jeannette Jones, CFP, CPA, in 1988. Our company's mission is to make people financially and emotionally secure. Through careful financial planning and disciplined investment management, we help our clients achieve their financial objectives and reduce the stress of uncertainty. With our help they are able to enjoy their lives, confident their financial situation is secure and in good hands. We are held to a fiduciary standard, which means that we must act solely in the best interest of our clients. As an independent, fee only advisory firm, our sole compensation comes from the fees we are paid by our clients for investment management and financial planning. We work cooperatively with other advisors to make sure your investment management, tax, and estate plans are all working together successfully.
    • location

      Headquarters:9200 Montgomery Road , Cincinnati, Ohio, United States

      More
    • The Asset Advisory Group phone

      Phone Number: +1 513-771-7222

    • The Asset Advisory Group website

      Website: https://www.taaginc.com

    • The Asset Advisory Group employees

      Employees:12

    • The Asset Advisory Group revenue

      Revenue:$1 - 10M

    • The Asset Advisory Group legal name

      Legal Name:The Asset Advisory Group

    • The Asset Advisory Group's Social Media

      The Asset Advisory Group linkedin The Asset Advisory Group facebook The Asset Advisory Group twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for The Asset Advisory Group

    Chip Workman

    President

    Person level website visitor identification

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    View Employees

    Chip Workman

    President

    Paul Zoch

    Principal And Founder

    Mary Herrmann

    Director Of First Impressions

    Gregg Jones

    Operations Manager

    Leigh Edwards

    Client Service Manager

    Frequently Asked Questions regarding The Asset Advisory Group

    • Where are The Asset Advisory Group's Headquarters?

      The Asset Advisory Group's Headquarters are in 9200 Montgomery Road ,Cincinnati,Ohio,United States

    • What is The Asset Advisory Group's phone number?

      The Asset Advisory Group's phone number is +1 513-771-7222

    • What is The Asset Advisory Group's official website?

      The Asset Advisory Group's official website is https://www.taaginc.com

    • What is The Asset Advisory Group's Revenue?

      The Asset Advisory Group's revenue is $1 - 10M

    • What is The Asset Advisory Group's NAICS code?

      The Asset Advisory Group's NAICS code is 523930

    • How many employees are working in The Asset Advisory Group

      The Asset Advisory Group has 12 employees

    • What is The Asset Advisory Group's Industry?

      The Asset Advisory Group is in the industry of Financial Services

    • Who is The Asset Advisory Group's President?

      The Asset Advisory Group's President is Chip Workman

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