Over the course of helping our clients achieve their financial goals and dreams we have had the pleasure of gaining valuable insight and business relationships with many local professionals.  We value the expertise they have  provided to not only us, but our clients as well.  Having the right team in place for every aspect of your life is so very important.  We’re happy to share some of the individuals and businesses that we rely on for the professionalism and knowledge they bring to their fields of work.  Feel free to reach us if you would like a warm introduction.

HEALTHCARE:

• Matt Edmiston – Vitalize Insurance

In addition to being a financial advisor with Focus Wealth Management, Matt Edmiston also serves as our Healthcare professional to our clients.  He is an ACA and AHIP certified Agent with Vitalize Insurance Co.  What this means is whether you are navigating the world of under 65 ACA and short term plans or over 65 trying to figure out what the best route for your Medicare needs, Matt can help.  If you have questions about your Health Insurance give him a call at (513) 310-6363.                                                         

CERTIFIED PUBLIC ACCOUNTANTS:

• Matt Roth - CPA

We have been serving as an Accounting Firm to Greater Cincinnati area residents since 1959, and over the years, have greatly expanded our services to include financial services to businesses and individuals.  Talented Accountants can do so much more than tax preparation and filing and we want to do just that. We want to be an integral part of your financial future. We work with you – and for you – to create solutions meant specifically for your needs.  Our entire firm looks forward to assisting you with your needs.

rothaccounting.com

LAW FIRM:

• Rebold, Larkin, & Murray

With over 80 years of combined legal experience, Rebold, Larkin, & Murray welcomes the opportunity to serve your personal, real estate, litigation, and business needs in Ohio and Indiana. Here for you, our team of attorneys and paralegals provide the depth of knowledge you expect and the personalized approach you desire. For your convenience, we have locations on both the East and West sides of Cincinnati and Lawrenceburg, Indiana.

reboldlaw.com

• Dan McCarthy

McCarthy Law offers personal injury, real estate & civil litigation, and estate planning services for Cincinnati-area individuals, families, and small businesses. We work hard to always put our clients first.

danmccarthylaw.com

• Michael Perkinson                                                                                                                                                                             

Michael is an attorney and founding member of Perkinson Legal.  He is licensed in Ohio and has practiced estate planning, corporate, and business law since 2015.  Michael's private practice experience was developed during his time with two well-respected, long-standing Cincinnati law firms, and he founded Perkinson Legal in 2020 to best serve his estate planning and privately-held business clients.  Perkinson Legal advises businesses and their owners on corporate and business matters, contractual disputes and negotiations, and real estate transactions.  The firm represents individual clients on their estate and wealth planning matters, employment agreement negotiations, and related tax issues.

Michael can be reached directly at (513) 652-0182.

perkinsonlegal.com

REAL ESTATE AGENT:

• Lisa McCarthy

Whether you're a first-time home buyer in search of your dream home, a seller looking to downsize or an investor looking for a great opportunity, working with a dedicated real estate professional can make all the difference.

Licensed since 2005, I deliver unmatched customer service, and my genuine desire to see your property goals come true makes me the go-to resource for all your real estate needs. For sellers, I take full advantage of Coldwell Banker's marketing tools to ensure that your property is broadly promoted on a variety of channels, including major real estate websites, and my negotiation skills are second to none. For buyers, I effectively analyze the local market and target trends to help you find the perfect home at the right price.

If you're looking for a positive, helpful partner who is ready to provide you with exceptional service, let's talk today! Contact me at 513-256-2629.

lisamccarthygroup.com

• Bobby Metzner
  

The Metzner Team of Coldwell Banker helps clients in Ohio and Kentucky. Our team provides excellent service, a friendly atmosphere, and unique industry knowledge to help make the home buying/selling process enjoyable. Follow us on social media @ The Metzner Team of Coldwell Banker or at

themetznerteam.com