It's Time to Think Differently About Your Money
At Jim Daria & Associates, Inc., we take pride in being a client-centered financial services firm dedicated to providing personalized tax, accounting, and financial planning solutions to individuals and small businesses in Cincinnati, OH. With over 25 years of experience as a small business owner, our mission is to provide professional, courteous, and affordable services tailored to meet each individual's financial goals.
Our Story
Our story began with a passion for helping individuals and small businesses achieve their financial objectives. As a seasoned entrepreneur, our founder, Jim Daria, M.B.A., E.A., recognized the need for a comprehensive approach to financial planning that integrates tax, investment, estate, insurance, and retirement strategies. With a commitment to delivering exceptional service, we have built a reputation for providing personalized attention, expertise, and guidance to our valued clients.
Our Services
We offer a wide range of services designed to help you achieve financial peace of mind. Our comprehensive approach includes:
- Tax integration: We capture key information from your Form 1040 to provide a clearer holistic view of your financial picture.
- Goals-based planning: We expand your thinking to all aspects of your financial life and create a plan to help you reach important milestones.
- Smart investing: By integrating taxes and financial planning, we identify opportunities for smart investing.
- Retirement planning: We help you plan for a comfortable retirement, whether you're just starting out or nearing the finish line.
- Estate planning: We provide guidance on estate planning strategies to ensure your loved ones are protected.
- Insurance planning: We offer guidance on insurance products tailored to meet your specific needs.
Why Choose Us
At Jim Daria & Associates, Inc., we believe that every individual deserves a personalized approach to financial planning. Our team takes the time to understand your unique situation, wants, and needs, and develops a customized plan to help you achieve your financial objectives. We are committed to delivering exceptional service, expertise, and guidance to help you make informed decisions about your financial future.
