Neil T. Gartner,  CFP<sup>&reg;</sup> - Financial Advisor

Neil T. Gartner, CFP®

MBA

Principal

Gartner Financial Advisors

9394 Kentons Run Ct
Loveland, OH 45140-8914
FINANCIAL ADVISOR'S WEBSITE
(513) 620-6598

General

Neil Gartner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gartner Financial Advisors in Loveland, OH and the surrounding communities.

Financial Advisor Overview

As an independent, fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. I specialize in younger, higher-income families and near/in-retirement clients.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Retirement

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Helpful Financial Planning Resources