Bartlett Building

Investment Advisory Service, Banks, Financial Planners

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(513) 621-8527Call Visit WebsiteVisit Website Map & DirectionsDirections600 Vine StCincinnati, OH 45202 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Cincinnati with Investment Advisory Service

Newport (2 miles)
Covington (2 miles)
Bellevue (3 miles)
Dayton (4 miles)
Latonia (6 miles)
Fort Thomas (6 miles)
Ft Mitchell (8 miles)
Cheviot (11 miles)
Erlanger (12 miles)
Silver Grove (13 miles)

More Info

General Info

Bartlett & Company is one of the oldest investment advisory firms in the United States. Established in 1898, the company maintains a work force of more than 20 employees. Bartlett & Company provides investment management services for high net worth individuals, foundations, endowments, and corporate and nonprofit retirement plans. The firm also serves public funds, individual retirement accounts and fixed-income securities. Bartlett & Company additionally offers estate and financial planning services. The firm provides online information about several taxation provisions, market commentaries and reviews. Bartlett & Company offers investment opportunities in 401(k), municipal bonds and stock options. The firm provides record retention and indentity protection services.

Extra Phones

Fax: (513) 621-6462

TollFree: (800) 800-4612

Payment method

cash

Location

Cincinnati Commerce Ctr

Other Link

https://bartlett1898.com

Categories

Investment Advisory Service, Banks, Financial Planners, Financial Planning Consultants, Investment Management, Mutual Funds, Real Estate Agents, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (513) 621-8527

Address: 600 Vine St, Cincinnati, OH 45202

Website: https://bartlett1898.com

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Bartlett Building

Tax Planning
Charitable Giving
Our priority is to help our clients find the purpose for their wealth, and for many that involves charitable giving. At Bartlett, we can help you determine the avenues and timing of your philanthropic activities.
Estate Taxes
Tax Services
Business owners need a solid team of advisors they can count on for advice on wealth, legal considerations, tax preparation, and more. Your Bartlett team can help facilitate important conversations while keeping your financial goals front and center.
Income Tax

Investment Management
The CFA Program curriculum provides a comprehensive framework of knowledge for investment decision making and is firmly grounded in the knowledge and skills used every day in the investment profession. The three levels of the CFA Program test a proficiency with a wide range of fundamental and advanced investment topics, including ethical and professional standards, fixed-income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning.
Mutual Funds
Exchange-traded funds (ETFs) and mutual funds are two popular ways investors can own diversified investments in a single vehicle.
Wealth Management
Your privacy is important to us. To better protect your privacy, we provide this notice explaining our online information practices and the choices you can make about the way your information is collected and used. This notice applies to all information collected or submitted on the Bartlett Wealth Management website.

Accounting Services

Financial Planning
In order to achieve and maintain certification, CFP® professionals must: 1) pass the comprehensive CFP® Certification Examination, 2) pass the CFP Board’s Fitness Standards for Candidates and Registrants, 3) agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct which put clients’ interests first, 4) comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement, and 5) complete 30 hours of continuing education (including 2 hours of approved Ethics CE) every two years.
Retirement Planning
Retirement touches all of us, yet many approach retirement with little or no planning. At Bartlett, your financial advisor begins the retirement planning process by talking with you about the lifestyle you imagine and help ground that lifestyle in reality. We offer guidance in Social
Asset Management

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