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
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
SIC Code 62,628NAICS Code 52,523Show moreKellett Schaffner Wealth Advisors Org Chart
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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