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Eichner Investment Planning, LLC is a large advisory firm based in Cincinnati. It manages $272.66 million of regulatory assets for 235 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida and Ohio.
- 3805 Edwards Road, Cincinnati, 45209, OH
- 5.1B
We work with your portfolio, in totality, in a way that allows you to make decisions about your future — we are not money managers. You work directly with us, not staff. For the unforeseen, life insurance provides liquidity —you have us for stability — we are more than just investment advisors.
Part of simplifying your financial life is to coordinate all the other professionals in your life. We collaborate with your attorneys, accountants, insurance representatives, and ….
Jan 22, 1999 · eichner investment planning, llc crd#: 128215 4030 smith road suite 200 cincinnati, oh 45209
Contact Alan Eichner at Eichner Investment Planning. Rookwood Tower, 3805 Edwards Road, Suite #550, Cincinnati, OH 45209. Phone: (513) 448-4024.
View Billy Eichner’s profile on LinkedIn, the world’s largest professional community. Billy has 5 jobs listed on their profile.
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Alan Eichner (CRD# 3101840) is an Investment Advisor Representative working at Eichner Investment Planning, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.
