LW
Lori Wilhelmy
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Work Experience
Company Details
11-50 Employees
ComStock Advisors is a premier national financial advisory firm that delivers expert, objective, and defensible valuation options, primarily in relation to privately held companies. Working closely with board of directors, shareholders, management, and their advisors, we develop an in-depth understanding of both the financial considerations and underlying business drivers of each business with which we work. We then address each client's specific requirements by leveraging our expertise/experience in these practice areas: ESOPs & Employee Benefits; Estate, Gift & Tax; Litigation Services; Corporate Transactions; Financial Reporting; and Trust Special Asset Services. The vast majority of our business comes through referrals from satisfied clients, their advisors, and other referral sources. Our clients trust us and the consistently high-value services we provide. To learn more about how we can assist you with a broad range of your financial challenges, contact us today at our website or by phone.
Year Founded
1996
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
3825 Edwards Rd. Suite 103 Cincinnati, OH 45209, US
Keywords
ESOP'sEmployee BenefitsCorporate TransactionsEstateGift& TaxLitigation ServicesFinancial ReportingTrust Asset ManagementOwnership Succession Planning
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