In today's complex financial world, building your wealth and strengthening your portfolio today can prepare you for a better financial future. Partnering with a trusted and skilled financial advisor can also help you better protect the success you've worked so hard to secure. We'll focus on your short- and long-term priorities, provide you access to key financial resources and tools, and develop a personalized wealth management strategy that aligns with your vision of where you'd like to be.
What are the specialties of Vagle Wealth Management?
They specialize in 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.
What are the business hours for Vagle Wealth Management?
They are open Monday through Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 4:30 PM, closed on weekends.
Where is Vagle Wealth Management located?
The business is located at 38 Village Square, Cincinnati, OH 45246, United States.
Which language is primarily spoken at Vagle Wealth Management?
English is the primary language spoken at Vagle Wealth Management.
How can I contact Vagle Wealth Management?
You can call them at +1 513-530-5200 or visit their website at https://www.edwardjones.com/vagle-wealth-management.
Are there any banks near Vagle Wealth Management where I can handle other financial transactions?
Yes, Fifth Third Bank and CFBank are nearby, making it convenient to manage various financial needs in one area.
What dining options are close to Vagle Wealth Management for a meal before or after my appointment?
Nearby dining options include Meritage Restaurant (seafood and steakhouse), Iron Horse Inn (American cuisine), Bluebird Bakery (cafe and bakery), and Glendale Trackside Pub (Irish pub).
If I'm visiting Vagle Wealth Management, are there any places nearby for shopping or leisure activities?
Yes, while in the area you can visit The Running Spot for sporting goods, Saucony and New Balance for shoes and clothing, and IMGBAT Jewelry for art and engraving services.
Are there community centers or cultural attractions near Vagle Wealth Management?
Nearby cultural attractions include the Glendale Heritage Preservation and Eckstein Cultural Arts Center, as well as the Harry Whiting Brown Community Center for social and community services.