See Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
Overview
BBB Accredited Since: 2/15/2012
Years in Business: 46
BBB Accreditation & Rating
About This Business
The Senior Wealth Advisors in Cincinnati, OH provides services in the areas of:
Tax management
Investment management
Retirement strategies
Estate conservation
Insurance and annuity products
Photos and Videos
Business Details
- Local BBB:
- BBB Cincinnati
- BBB File Opened:
- 1/1/1979
- Business Started:
- 1/1/1979
- Type of Entity:
- Sole Proprietorship
- Alternate Names:
- The Senior Tax Advisory Group
- The Senior Financial Group
- Business Management:
- Mr. Dean L. Stewart, President
Additional Contact Information
- Principal Contacts
- Mr. Dean L. Stewart, President
- Customer Contacts
- Mr. Dean L. Stewart, President
- Fax numbers
- Primary Fax: (513) 381-8891
- Additional Phone Numbers
- Other Phone: (800) 242-8888
- Additional Email Addresses
- Primary: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 2632 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 10/31/2026.
Ohio Department of Insurance
50 W. Town Street, Third Floor Suite 300
Columbus OH 43215
Additional Information
- Other Resources
- BBB has partnered with the FINRA Investor Education Foundation to give you tools and information to help you better protect and manage your money. Visit https://www.bbb.org/council/smart-investing for more information.
- Bureau of Financial Institutions
122 Northern Avenue
Gardener ME 04345
Fax Number: 207-624-8590
http://www.mainebankingreg.org
More Resources
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