Kellett Schaffner Wealth Advisors
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
8944 Blue Ash Rd, Cincinnati, Ohio, 4524...Phone Number
(513) 554-1472Website
www.kellettschaffner.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
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ZI Rank
1
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1
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1
About Kellett Schaffner Wealth Advisors
Kellett Wealth Advisors provides financial planning and investment services aimed at helping clients achieve financial confidence. They offer customized risk understanding and planning processes suitable for individuals at various life stages, from novices to those nearing retirement. The firm prides itself on being personable and knowledgeable, ensuring clients receive tailored advice for their financial futures. Their services are designed for a diverse clientele, including those going through significant life changes such as retirement, divorce, or loss of a spouse.Explore more
Kellett Schaffner Wealth Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Kellett Schaffner Wealth ...
<$5M
1-10
Private
-
2012
JK
Jared KlineCertified Financial Planner & Enrolled IRS Agent
Company Profile Activity
Activity Insights
Kellett Schaffner Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Kellett Schaffner Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kellett Schaffner Wealth Advisors.
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Kellett Wealth Advisors provides financial planning and investment services aimed at helping clients achieve financial confidence. They offer customized risk understanding and planning processes suitable for individuals at various life stages, from novices to those nearing retirement. The firm prides itself on being personable and knowledgeable, en... Read More
