Director of Financial Planning, Wealth Advisor, Registered Representative
Bio
Nicholas R. Groman, CFP®, Director of Financial Planning, Wealth Advisor, provides comprehensive financial plans to individuals, families and businesses to ensure they are on a successful path to obtain and secure their wealth and legacy. Nick specifically gives guidance in the areas of wealth, estate, insurance and income planning.
Areas of Expertise
Wealth Planning
Estate Planning
Insurance Planning
Income Planning
Community
- Cincinnati Estate Planning Council - Member
- Salmon P. Chase College of Law - Mentor
- Salmon P. Chase College of Law Small Business Clinic – Volunteer
- All Saints Catholic Church - Parishioner
- United Way (VITA) Tax Preparer - Volunteer
- Xavier University Student Mentor - Finance & Law