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3233 Westbourne Drive
Cincinnati, OH 45248

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Jim Daria & Associates, Inc.

(513) 451-7267

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Jim Daria through his affiliation with HD Vest.

 

Jim Daria

Registered Representative

(513) 451-7267

Jim started his company in 1992 with a vision of helping individuals & small businesses by providing them with comprehensive tax, accounting & financial services. He earned bachelor degrees in education (1974 University of Cincinnati)...

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