Our Services


Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry-free” retirement. At Victor Gray Financial Services, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

How much of your retirement can you afford to lose or willing to lose? The answer for most is none.

Are you securing your future income needs? What do we do now? How do you prepare?
We, at Victor Gray Financial Services, help in providing solutions to the questions you may have for your future. We can help build a plan that may help you gain security and peace of mind. We focus on risk management and performance products that can better serve our clients.

Investment Advisory

• Portfolio Design
• Portfolio Management
• Portfolio Review
• Risk Management
• Corporate Benefits Program

Planning Services

• Financial Planning
• Estate Planning
• Income Planning
• Social Security Planning
• Tax Planning

Insurance Services

• Annuities
• Pension Maximization
• Life Insurance
• Disability Insurance / Long-term Care
• Executive Benefits

Let’s Work Together

Our Second Opinion Service (SOS) could help you achieve your financial plans and dreams with unstable markets, unfulfilled promises, and rising management fees, don’t give up, don’t be naïve, and don’t be led astray! Taking no action may be your biggest action of all.

Call us today at 513-984-5999 to schedule a complimentary consultation and we can discuss your future retirement goals and needs. You can also click the button below to schedule a meeting as well. We look forward to speaking with you soon.

Schedule A Complimentary Consultation

Call us today at 513-984-5999 to schedule a complimentary consultation or click the button below to register for an appointment.

Contact Us

Contact Us
8170 Corporate Park Drive
Suite 220

Cincinnati, OH 45242
(513) 984-5999

Check the background of your financial professional on FINRA’s BrokerCheck.
Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. Victor Gray Financial Services and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Victor Gray Financial Services offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Victor Gray Financial Services and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar.
Victor Gray Financial Services does not offer legal or tax advice.