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Souders Financial Group Inc.

EST. AUM
$1,409,251,956

CONTACTS
4

CLIENT ACCOUNTS
3,616

Firm Details

Metro area Cincinnati
CRD Number 296780
Website soudersfinancial.com
Client types

Overview

Souders Financial Group, established in 1992 and located in Cincinnati, Ohio, is an independent financial advisory firm dedicated to providing comprehensive financial services to individuals, families, and businesses. Their offerings include investment management, financial planning, insurance planning, and corporate retirement plan services. With a commitment to acting as fiduciaries, they prioritize clients' best interests by delivering tailored investment portfolios and personalized financial strategies. The firm emphasizes ongoing portfolio monitoring, regular performance reviews, and adapting financial plans to align with clients' evolving goals and market conditions. Their team brings over 75 years of combined industry experience, striving to offer independent thinking, comprehensive advice, and exceptional service.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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