Shaffer Capital

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

550 Polaris Pkwy Ste 130, Westerville, O...

Phone Number

(614) 891-1200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
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About Shaffer Capital

Shaffer Capital offers comprehensive financial planning, investment management, and retirement plan services tailored for individuals, families, and businesses. Their approach focuses on understanding clients' unique situations and goals to create customized strategies that protect capital while promoting growth. The firm serves as a fiduciary for retirement plan sponsors and trustees, simplifying their responsibilities and enhancing employee outcomes. With a commitment to visionary thinking and meticulous planning, Shaffer Capital aims to illuminate the financial path for its clients.Explore more
Shaffer Capital's Social MediaPopular SearchesShaffer CapitalShaffer Capital LLCSchafer Capital CorpSchaefer Capital LLCSchafer CapitalSIC Code 62,628NAICS Code 52,523Show more

Shaffer Capital Org Chart

MS
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Chief Executive Officer

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Patricia Shaffer, Founder & Chief Marketing Officer at Shaffer Capital
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Founder & Chief Marketing Officer

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JB
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Vice President, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shaffer Capital

<$5M
1-10
Private
-
2009
$5.9M
11-50
Private
-
-
DN
Dustin NewtonFinancial Advisor & Registered Cpfa Principal & Certified Plan Fiduciary Advisor
<$5M
11-50
Private
-
-
DD
Davis DunnManager, Operations
<$5M
1-10
Private
-
1990
MS
Marc SigelManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2012
MR
Margo RosenOffice Manager
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shaffer Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shaffer Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shaffer Capital.

Shaffer Capital Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Shaffer Capital

What is Shaffer Capital's official website?
Shaffer Capital's official website is www.shaffercapital.net
What is Shaffer Capital's Revenue?
Shaffer Capital's revenue is <$5 Million
What is Shaffer Capital's SIC code?
Shaffer Capital's SIC: 62,628
What is Shaffer Capital's NAICS code?
Shaffer Capital's NAICS: 52,523
How many employees does Shaffer Capital have?
Shaffer Capital has 1-10 employees
What industry does Shaffer Capital belong to?
Shaffer Capital is in the industry of: Finance, Securities Trading
What is Shaffer Capital competition?
Shaffer Capital top competitors include: Nelson Murphy Insurance & Investments, LifeWorth Financial, Strategic Resource Group, Westex Investment Services
What technology does Shaffer Capital use?
Some of the popular technologies that Shaffer Capital uses are: Cloudflare Website Optimization, Google Font API, BBB For Businesses, Microsoft 365
How do I contact Shaffer Capital?
Shaffer Capital contact info: Phone number: (614) 891-1200 Website: www.shaffercapital.net
What does Shaffer Capital do?

Shaffer Capital offers comprehensive financial planning, investment management, and retirement plan services tailored for individuals, families, and businesses. Their approach focuses on understanding clients' unique situations and goals to create customized strategies that protect capital while promoting growth. The firm serves as a fiduciary for... retirement plan sponsors and trustees, simplifying their responsibilities and enhancing employee outcomes. With a commitment to visionary thinking and meticulous planning, Shaffer Capital aims to illuminate the financial path for its clients.Read More

What are Shaffer Capital social media links?
Shaffer Capital Linkedin page Shaffer Capital Twitter page Shaffer Capital Facebook page
Is Shaffer Capital a public company?
Shaffer Capital is private company therefore does not currently have an official ticker symbol
See more information about Shaffer Capital

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