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Alan R. Sabato CLU, ChFC, Investment Advisor Representative

9200 Montgomery Road
Suite 9A
Cincinnati, OH 45242
Phone:
  • (513) 792-8700
Fax:
  • 513-792-8703

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Solutions with Integrity

SureVest Financial, Inc. is an independent agency created and built to assist business owners, professionals, executives, and successful people of all types with their Insurance and Financial affairs.  The company was founded in 1990 by Alan R. Sabato.  The goal was to span the gap between Insurance and Investment Planning.  Alan observed that most advisors were only assisting their clients in isolated aspects of their total finances. SureVest Financial coordinates and balances the total needs of the client into coherent, integrated easily communicated, effective plans.  SureVest Financial has worked with companies and clients in 36 of the 48 contiguous states.

Insurance companies, Insurance and Investment products and plans are just some of the tools of our practice.  We feel it is our responsibility to have access to and align ourselves with the top rated companies and products.  Representative of that fact is our long standing association with organizations like The Benefit Network Insurance Agency and L. M. Kohn & Company.  Benefits Network assists us with the analysis, marketing, placement and service of our Group Insurance business.  They have been in business since 1989 and they service over 2000 businesses.  Their leverage and influence with all the major carriers allow us to compete with and surpass larger agencies.

L. M. Kohn & Company is our Broker Dealer.We place our Investment business and products through them.  L. M. Kohn & Company is Cincinnati's largest privately owned Broker Dealer in Cincinnati. Their growth and success is evidenced by having won the Crescendo Award and Pinnacle Award both given by local business organizations.

Thank you for visiting our website.  Please feel free to look around to learn more about us and our business partners, and utilize the wealth of financial information provided.  We would consider it our privilege to work with you if you choose to contact us.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck