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Tom Macey

Financial Advisor at Souders Financial Group
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About Tom Macey
Tom Macey has 2 current jobs including Financial Advisor at Souders Financial Group in Cincinnati, Ohio, United States, Advisor at CAI Insurance Agency, Inc. Previously worked at AEBS Employee Benefits as Advisor And Consultant. Souders Financial Group is a Financial Services company in Cincinnati, OH 45248, US with 5 employees
Tom Macey Social
Tom Macey Work
Tom Macey is the Financial Advisor @Souders Financial Group, with experience in Advisor @CAI Insurance Agency, Inc
Financial Advisor
Apr 2011 - Present · 13 years and 11 months
Advisor
Aug 2006 - Present · 18 years and 7 months
AEBS Employee Benefits
Advisor And Consultant
Aug 2006 - Feb 2024 · 17 years and 6 months
About Tom Macey's Current Company
At Souders Financial Group, our goal is to provide the highest degree of independent thinking, comprehensive advice and exceptional service to the businesses and individual investors we serve. As an independent Registered Advisory firm, we answer to our clients, rather than a parent company with its own agenda. As a fiduciary, we are legally bound to put clients' interests first in any decision we make or recommendation we provide. We pride ourselves on always doing the right thing for those we serve. Since 1992, Souders Financial Group has helped individuals and businesses plan for their financial needs. From investment management and financial planning for individuals and families, to 401(k), profit sharing and defined contribution plans for businesses, Souders Financial Group clients benefit from more than 75 years of industry experience and a commitment to unparalleled service. Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Souders Financial Advisors, LLC, a Registered Investment Advisor. Private Client Services and Souders Financial Advisors, LLC are unaffiliated entities. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Year Founded
N/A
Social Media
Linkedin
Industry
Financial Services
HQ Location
Cincinnati, OH 45248, US
Expertise
Independent advisoryFiduciary servicesComprehensive financial planningIndividual and business investment management
Solutions
Investment managementFinancial planning401(k) plansProfit sharing plansDefined contribution plans
Keywords
N/A
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Tom Macey Education

Tom Macey completed at University of Cincinnati Carl H. Lindner College of Business (Present)

University of Cincinnati Carl H. Lindner College of Business
Present
More About Tom Macey
Skills
401k, retirement planning, financial advisory, employee benefits, small business, profit sharing, health insurance, retirement, disability insurance

Tom Macey Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Tom Macey found in 2025.

  • Email AddressT**@soudersfinancial.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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