HORAN Wealth

Q: What is HORAN Wealth's company size?

Horan wealth has 11 - 50 people working.

Financial Services

Specialities :

Wealth management

Financial planning

Retirement plan consulting

Life & disability insurance

Long-term care insurance

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

At HORAN Wealth, your future goals are our top priority. We strive to deliver exceptional service, guiding you every step of the way. Our high-touch, outstanding commitment to our clients means were always working for your best interest. Our solutions unite to support employers and families, focusing on creating plans that should result in future success for all involved. In 2023, were celebrating our 75th anniversary as an independent, trusted advisor with an office location in Cincinnati and Northern Kentucky. We provide dedicated service, support, and partnership to clients in retirement plan consulting, wealth management, financial planning and life insurance for estate and business planning. The HORAN Way sets the standard for the service and dedication we offer our clients and the communities we serve. HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC

Contact Information

Cincinnati , Ohio , United States

horanwealth.com

HORAN Wealth Org Chart

Employees

Total Employees:
33

Top Contacts:
3

C-Level 3	VP - Level-
Director-	Manager-
Others30

Employees Working At HORAN Wealth

Pierrette Albers

Relationship Manager Registered Representative

Kelsey Contadino

Relationship Manager

Lisa Marek

Client Service Manager

Mark Bennett

Principal Portfolio Manager HORAN Capital Advisors LLC

Ryan Janka

Client Service Associate

HORAN Wealth Email Formats

Structure	Email Format
<first><l>@	John@horanwealth.com

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Cincinnati, OH	communication, integrity, database, financial, audit, compliance, collaboration, presence, operations, client service
Automation Testing	Cincinnati, OH	communication, integrity, database, compliance, financial, presence, client service
Backup,DR, Dedup	Cincinnati, OH	communication, integrity, database, financial, audit, compliance, collaboration, presence, operations, client service
Build & Release	Cincinnati, OH	communication, integrity, database, compliance, financial, presence, operations, client service
Business process management	Cincinnati, OH	communication, integrity, database, compliance, financial, presence, client service

Trigger

Tech Stack Used By HORAN Wealth

A quick view of products employed by HORAN Wealth

Director

Microsoft office

Seeks

Visit

List of technologies used by HORAN Wealth

Audit

Client service

Collaboration

Communication

Compliance

Languages Used By HORAN Wealth

OS Used By HORAN Wealth

Integrity

Jobs at HORAN Wealth

Hiring 2024-04-17 21:05:18

Compliance Intern

Cincinnati, OH

Job Title: Compliance Intern InternshipDepartment: HORAN Wealth FLSA Status: Non-ExemptPosition R...

Hiring 2024-04-17 18:38:28