Anders Juel
Phone: 513-729-9737
Email: anders.juel@queencityadvisors.com
As an independent financial advisor, Anders focuses on assisting individuals, families, and small business owners pursue their personal and financial goals by offering sound advice and providing the highest level of service.
He works with clients of all ages, but specializes in serving clients planning for and approaching retirement; assisting clients as they make the transition from a working life to retirement. Anders helps determine how to best take income from investments, pensions and social security with focused attention on creating retirement income strategies.
Anders offers clients a broad range of financial services and investment products, which can be tailored to meet specific needs and objectives. He is committed to providing exceptional service and works closely and effectively with his clients. "I want to be the best I can be & I want to improve my clients' lives" he says.
Clients include employees at a number of local and national corporations, non-profits, and government agencies such as the University of Cincinnati, Duke Energy, P&G, Springfield Township, The Health Alliance, and UC Childcare Center to mention a few. Anders has been working in the financial services field for more than 10 years, following a career in the hotel and restaurant business after graduating with a college degree in Hotel and Restaurant Management from SITC Tete-De-Ran Hotel Management School in Switzerland in 1991.
Anders currently resides in Milford with his wife Karen. In his spare time Anders enjoys spending time with friends and family, playing golf, is an avid wine collector, and loves to travel.
For a complimentary, personalized and confidential review of your current financial situation and goals, contact Anders.
Honors and Awards
Selected as a 2008, 2010 and 2011 Five Star Best in Client Satisfaction Wealth Manager(SM). The Five Star Wealth Manager list is created by Crescendo Business Services LLC. It includes less than 7% of approximately 14,500 wealth managers in the Cincinnati area, and reflects those scoring highest in client satisfaction. Five Star Professional, an independent research firm, surveyed 1 in 4 high net worth households (more than 51,000 households) and more than 11,000 registered financial services professionals in the Cincinnati area. Surveys focus on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. Both positive and negative evaluations are included in the scoring. Wealth managers do not pay a fee to be included in the research or final list. Only managers with five years of experience in the financial services industry are considered. Each wealth manager is reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA, the SEC, the State Board of Accountancy and the State Bar. The overall evaluation of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience. Working with a Five Star Wealth Manger or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star professional in the future. For further information, please visit www.fivestarprofessional.com.