Concentric Wealth Management

6663 Western Row Rd
Mason, OH 45040-1305

513-573-9600

Payment Types

Insurance Accepted (call for details)

Services Offered

Accounting Services, Estate Planning, Estate Taxes, Retirement Planning, Profit Sharing Plans, Estates, Trusts & Gifts, Income Tax Service, Individual Retirement Programs, Individual Taxes, Audit Preparation, Financial Planning, College Planning, Income Tax Planning, Tax Planning & Preparation, Pension Plans, Bankruptcy Filing, Investment Management, Tax Penalty Assistance

Licenses, Certifications, Accreditations

AICPA Member, Certified CPA

Products Offered

Money Market Accounts, Mortgages / Home Loans, Consumer Loans, Revolving Credit Lines, Credit Cards, Savings Accounts, Investment Products, Tax Favored Accounts--Keogh, SEP, IRA

Special Services Offered

Securities Brokerage

Services Offered

Cash Management Services

Licenses, Certifications, Accreditations

FDIC Member