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James Florio

I'm James Florio, a seasoned wealth manager with three decades of experience, proudly serving clients in Cincinnati, Ohio. My mission is to provide tailored financial planning and investment advice that aligns with each client's unique goals. Whether it's strategizing for retirement, navigating estate planning, or optimizing investment portfolios, my goal is to guide you every step of the way. I am currently accepting new clients, so reach out today to begin your journey toward financial security.

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