Broker Check

4520 Cooper Road
Suite 201
Cincinnati, OH 45242

Eisenzimmer Financial Services, Inc.

(513) 984-9111

 
Finding the Balance Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy

An Independent Financial Planning Firm

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Concourse Financial Group Securities, Inc. (CFGS) home office is located at 2801 Highway 280 South, Birmingham, Al 35223. Please be advised that presently, Thomas Eisenzimmer holds Series 7,24 & 63 licenses and is an investment advisor representative of Concourse Financial Group Securities, INC (CFGS), Inc. a Registered Investment Advisor with the SEC. Licenses are held in CA, CO, FL, GA, IL, IN, KY, LA, MD, MI, MS, NC, OH, PA, SC, TX, VA, WA and WI. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Thomas Eisenzimmer before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.

Eisenzimmer Financial Services, Inc. has held a Financial Services agreement with the Greater Cincinnati Credit Union to provide financial planning and investment advisory services for the past 18 years.  Products and services offered are not FDIC insured, are not deposits of or guaranteed by the Credit Union, are subject to investment risks including the loss of principal and may decrease in value.

Eisenzimmer Financial Services, Inc., the Greater Cincinnati Credit Union and Concourse Financial Group Securities, Inc. (CFGS)., are independent, non-affiliated entities.

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