Business Details
About
Investment ServiceFinancial Planning
Carnegie Investment Counsel specializes in Custom Investment Management, Wealth Management, Financial Planning, and Corporate Retirement Plan Services.
With a financial strategy tailored for personal success, you have more peace and freedom to enjoy life.
Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), legally bound by the fiduciary standard when serving clients.
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- MMMargee MooreJun 5, 20195.0Quality team of trustworthy professionals. Carnegie is an RIA firm which means they don't have sales quotas from on high and are working every day to serve customers' goals. Bob and his team are a pleasure to work with. I highly recommend Carnegie Investment Counsel.
- GYGina YoungMay 21, 20195.0Bob and the Carnegie Investment Counsel team in Cincinnati are fantastic financial advisors. The firm is able to tailor services to meet unique needs, really cares about clients and goes the extra mile.
Frequently Asked Questions About Carnegie Investment Counsel
What services does Carnegie Investment Counsel offer?
Carnegie Investment Counsel offers Investment Management, Financial Planning, Corporate Retirement Planning, and Divorce Financial Planning services.
Where is Carnegie Investment Counsel located?
Carnegie Investment Counsel is located at 2142 Alpine Pl., Cincinnati, OH 45206, USA.
What are the operating hours of Carnegie Investment Counsel?
The firm is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays, Sundays, and stock market holidays.
How can I contact Carnegie Investment Counsel?
You can contact them by phone at +1 877-804-1905 or +1 513-861-1889, or via email at info@carnegieinvest.com.
Is Carnegie Investment Counsel a fiduciary advisor?
Yes, Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA) and is legally bound by the fiduciary standard when serving clients.
What professional certifications do the advisors at Carnegie Investment Counsel hold?
The advisors hold certifications including Accredited Investment Fiduciary (AIF) and Certified Financial Planner (CFP).
Where can I find more information or updates about Carnegie Investment Counsel online?
You can visit their website at https://www.carnegieinvest.com/, their LinkedIn page, Facebook, YouTube channel, and Twitter handle @CarnegieInvest.
Are there any nearby parks or recreational areas I can visit when attending Carnegie Investment Counsel?
Yes, nearby parks include Eden Park Mt. Adams, Nassau Park, and Twin Lakes, which you might enjoy before or after your visit.
Are there any wellness or spa services near Carnegie Investment Counsel for relaxation?
Nearby wellness options include Rafael Petro Bodywork, Knead It or Knot-Massage and Bodyworks, and Pure Haven, offering massage and spa services for relaxation.
What nearby financial or investment firms are close to Carnegie Investment Counsel?
Nearby financial firms include Carroll Financial and Pension Corporation of America, both offering financial advising and investment services.