Hillcrest Financial Group Home
Hillcrest Financial Group Home
  • Home
  • Who We Are 
    • Our Story
    • Our Community
    • Our Team
    • Our Events
  • How We Help 
    • Individuals & Families
    • Physicians & Healthcare
    • Employees
    • Employers & Businesses
    • Advisor Succession Plan
    • Market News
  • Resources 
    • Financial Articles
    • Market News
    • Calculators
  • Client Login
  • Schedule a Meeting
  • Q2 2026
  • Q1 2026
  • Q4 2025
  • Q3 2025

Contact

Office: (513) 794-1370

8044 Montgomery Road

Suite 258

Cincinnati, OH 45236

hello@hillcrestfg.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Hillcrest Financial Group
Cincinnati | 8044 Montgomery Road, Suite 258, Cincinnati, OH 45236 | P (513) 794-1370 
Nashville | 3011 Armory Drive, Suite 150, Nashville, TN 37204 | P (615) 983-6100 

The Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The Financial Advisors of Hillcrest Financial Group offer advisory services through Commonwealth Financial Network®, a Registered Investment Adviser. Bill Peerman* also offers securities through Commonwealth Financial Network®, Member FINRA/SIPC. Fixed insurance products and services are separate from and not offered through Commonwealth.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

*Please check BrokerCheck for a list of current registrations.

Use of Cookies: Our website uses Google Analytics to provide insight into our website and to improve the relevance of marketing. For more details about how Google uses information from sites or apps that use our services, visit google.com/policies/privacy/partners/. If you would like to opt out of Google Analytics, please visit tools.google.com/dlpage/gaoptout.