: Michelle Funke-Frommeyer, CMFC
: 625 Eden Park Dr. Ste 450
: 513-985-9430 x137
: 859-816-4899
: 513-985-9452
: financial advisor, northern Kentucky finance, retirement goals, 401k, ira, rollover, roth ira, Michelle Frommeyer, Bill Funke, 41017, 45202, Waddell & Reed, fincancial wellness, rollover ira, financial planning, automatically investing, respect, trust, honesty
: http://www.funkefrommeyer.wrfa.com
: We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
While developing a customized financial program, we will walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Investments, Financial Planning, Retirement Strategies, Insurance and Annuities & Estate Planning.
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