Helen Flenner | Wealth Management Associate | Hamilton, OH | U.S. Bancorp Wealth Management

financial advisor in Hamilton Helen Flenner

Wealth Management Associate
U.S. Bancorp Investments

513.699.5397

Primary office
4221 Hamilton-Middletown Road
Hamilton, OH 47025

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For general account support, call 888-330-6918

About me

My experience in the financial industry began in 2011, and it is my pleasure to serve the financial needs of people in the Hamilton area.  

I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Associate in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals. 

Outside of work, I volunteer with the Dearborn County Chamber of Commerce, the Greater Hamilton Chamber of Commerce, and the East Butler YMCA. In my free time I enjoy spending time with my grandchildren, hiking, and I'm an avid fan of the Ohio State Buckeyes.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.