Bartlett & Company

Investment Bank/Securities Brokerage - Cincinnati, OH, US

Bartlett & Company Employees
Kim Geary

Director Operations and Compliance

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Karen Forg

Client Relationship Associate

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Lindsey Staten

Client Relationship Associate

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Lisa Smith

Client Relationship Associate

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Sundae Niehaus

Client Relationship Associate

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Christopher Robbins

Investment Advisor and Fixed Income Analyst

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Bartlett & Company Details

At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what's next. Our sights are always set on moving you closer to your goals.Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning

Bartlett & Company logo, Bartlett & Company contact details
Website: bartlett1898.com
Employees: 100 - 249
HQ: 513-621-4612
Location: Cincinnati, OH, US
Revenue: 10 - 20 Million
Wealth Management Investment Advisory Retirement Planning Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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