Empowering financial clarity for a brighter tomorrow
At Eisenzimmer Financial Services, Inc., we pride ourselves on being a dedicated and experienced team of professionals committed to helping our clients achieve their financial goals. With over 20 years of experience, we have built a reputation for providing exceptional service and guidance to individuals, families, and small business owners.
Our Mission
Our mission is to deliver personalized financial planning and investment advisory services to our clients, empowering them to make informed decisions that align with their values and goals. We strive to develop long-term relationships built on trust, integrity, and a deep understanding of our clients' unique financial situations.
Our Services
As an independent financial planning firm, we offer a comprehensive range of services designed to help our clients achieve their financial objectives. Our expertise includes:
- Retirement planning and investment management
- Estate planning and wealth transfer strategies
- Insurance and risk management solutions
- Tax planning and compliance
- Investment analysis and portfolio management
- Financial planning and education
Our Team
Our team is comprised of experienced professionals with a deep understanding of financial markets, investments, and tax laws. Our advisors are dedicated to providing personalized attention and guidance to each of our clients, ensuring that their financial goals are met and exceeded. With a wide range of skills and expertise, our team is equipped to address the complex financial needs of our clients.
Securities and Insurance
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Fountain Square Asset Management, a Registered Investment Advisor. Eisenzimmer Financial Services, Inc., Fountain Square Asset Management, and the Greater Cincinnati Credit Union are independent of Concourse Financial Group Securities, Inc.
Registration and Licenses
Thomas Eisenzimmer holds Series 7, 24, and 63 licenses and is an investment advisor representative of Concourse Financial Group Securities, Inc. (CFGS), Inc. a Registered Investment Advisor with the SEC. Licenses are held in CA, CO, FL, GA, IL, IN, KY, LA, MD, MI, MS, NC, OH, PA, SC, TX, VA, WA, and WI. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Thomas Eisenzimmer before proceeding further.
Disclaimer
Please note that the content provided is for general information purposes only and should not be considered as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The information in this material is not intended as tax or legal advice.
Overall Impressions
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Personable Approach
The reviewer highlighted the individual's ability to connect with others, calling them "very personable".
Professionalism
In addition, the reviewer described the individual as a "very down-to-earth professional", implying that they possess a high level of professionalism.
