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Steven L. Frank, CFP®

Wells Fargo Advisors

255 E Fifth St
1400 Chemed Center
Cincinnati, OH 45202
Phone: (513) 651-6561
Fax: (513) 651-6525

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.