Locations

Here is a list of locations that all OfficeKey members have access to:

BLUE ASH

Westlake Center
4555 Lake Forest Drive, Suite 650
Cincinnati, OH 45242
Directions

DOWNTOWN CINCINNATI

Scripps Center
312 Walnut Street, Suite 1600
Cincinnati, OH 45202
Directions

HYDE PARK

Rookwood Tower
3805 Edwards Road, Suite 550
Cincinnati, OH 45209
Directions

NORTHERN KENTUCKY

Turfway Ridge Office Park
7310 Turfway Road, Suite 550
Florence, KY 41042
Directions

WEST CHESTER

Union Centre
9078 Union Centre Blvd,
Suite 350
West Chester, OH 45069
Directions

financial advisors

"Client Q & A with Casey Boland"

Hengehold Capital ManagementMeet Casey Boland, Vice President of Hengehold Capital Management.

Q: Tell us about HCM? 

A: HCM is a locally owned retirement and financial planning firm. As a fee-only Registered Investment Advisor firm, we are dedicated to serving families and business owners looking for retirement solutions that will allow them to attain financial goals for retirement. HCM also specializes in working with P&G retirees, alumni or those taking a separation package. For over 25 years, we work passionately to help our clients and their families enjoy a financially independent life by offering financial planning and total-return, tax-efficient, risk managed investments. Our strengths are in planning and building a solid portfolio that is dependent, diversified, growing and protected.

Our loyalties are always aligned with our clients’ best interests. Our goal is to be your trusted advisor based on integrity, knowledge and personalized service. 

Q: What type of clients do you enjoy working with?

A: My ideal client is one who understands that in order to enjoy their  life in retirement, they need to plan for it. This can be small business owners, people in transition, couples with young families, executives, and people in their 50s who may have gotten a late jump on planning for retirement. For each type of client, the story we build together to achieve their goals and strategies is  very different and this is the part I enjoy.

Q: What do you enjoy most about what you do?

A: I get to help people plan for the longest vacation of their lives – retirement! I enjoy the planning, strategy and  teamwork involved working with my client to achieve their goals. I also enjoy the educating part of my job. Most people do not have the time or interest in learning about the ins and outs of planning for retirement but they know it is important. So I spend time building my own knowledge so I can educate my clients. This is one reason why I enjoy my daily morning Money Matters spot on 700WLW. It is very rewarding to know that people listen and have the opportunity to learn more about financial planning and investing. The real satisfaction in the work I do I can make a difference in people’s lives.

Q: How long have you been at OfficeKey? And what do you enjoy most about having your office with OfficeKey?

We have been  at OfficeKey for over 20 years. Having our offices with OfficeKey, allows us to meet our clients in locations that are convenient for them. We have clients all over the city and making meetings convenient for our clients and prospects is very important to us. OfficeKey allows us to have a professional meeting space with staff that reflects our own values.

Q: How do you spend your time outside of work?

A: I am on the Board of the Springer School and Center and this keeps me pretty busy. I spend a lot of time reading to prepare for my daily commentaries on 700 WLW. I enjoy golfing with my dad and riding my bike.

Learn more about Hengehold Capital Management by visiting their website

"Client Q&A with Garry Kohn, Financial Advisor"

Website PhotoQ: Tell us about Kohn Wealth Management Advisors.

A: With nearly 20 years of experience, Kohn Wealth Management Advisors specializes in individual financial planning and small business consulting. As a Certified Financial Planner® Professional and an independent firm, our goal is to help make intelligent choices today to achieve one’s financial goals tomorrow.  We help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

Securities and Investment Advisory Services offered through LM Kohn & Company, a Registered Broker/Dealer, and Member FINRA/SIPC/MSRB. 10151 Carver Road, Suite 100, Cincinnati, OH 45242

Q: How did you get into financial planning?

A: I was a retail buyer for 15 years for Burdines in Miami, Florida and for Belk Stores in Charlotte, North Carolina before deciding to enter in the financial services industry. I witnessed the success of my brother and his broker-dealer firm and decided to change careers and joined his team. Now, I own a branch office and my own wealth management firm under his broker-dealer umbrella.

Q: What type of clients do you work with?

A: I primarily work with individuals and small businesses owners and executives for retirement and college planning, investment management, and risk protection.

Q: What do you enjoy most about what you do?

A: The people. I have the opportunity to meet great people, put together a plan and see the rewards of individuals and families working towards their personal financial goals. For me, seeing a couple enjoying their retirement or a family sending a child to college is very rewarding.  The satisfaction in the work I do is in making a difference in people’s lives.

Q: How long have you had your office at OfficeKey? 

A: I’ve been with OfficeKey since 2011. I’m a charter member of the West Chester office.

Q: How do you spend your time outside of work?

A: I’m the Membership Chairman for the Mason-Deerfield Township Rotary Club, so I spend some free time volunteering in the Mason community. When the weather permits, I enjoy playing golf and watching sports, in particular, Indiana University basketball and college football.

To learn more about Garry and Kohn Wealth Management services, visit Kohn Wealth Management online. 

 

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