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KellettSchaffner Wealth Advisors, LLC - Financial Planning Services | Investment Management | Cincinnati, OH

Financial Planning Services | Investment Management | Cincinnati, OH

http://www.kellettschaffner.com/

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CONTACTS AT KELLETTSCHAFFNER.COM

Brian Kellett

8136 L●●●●●●ood Ct

Cin●●●ati , Ohio, 45243

United States

513●●●067
br●●●●●●●●●●●@gmail.com

View this contact

Brian Kellett

8136 L●●●●●●ood Ct

Cin●●●ati , Ohio, 45243

United States

513●●●067
br●●●●●●●●●●●@gmail.com

View this contact

Brian Kellett

8136 L●●●●●●ood Ct

Cin●●●ati , Ohio, 45243

United States

513●●●067
br●●●●●●●●●●●@gmail.com

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KellettSchaffner Wealth Advisors, LLC - Financial Planning Services | Investment Management | Cincinnati, OH | kellettschaffner.com Reviews
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Financial Planning Services | Investment Management | Cincinnati, OH
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KellettSchaffner Wealth Advisors, LLC - Financial Planning Services | Investment Management | Cincinnati, OH | kellettschaffner.com Reviews

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Financial Planning Services | Investment Management | Cincinnati, OH

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Philosophy | KellettSchaffner Wealth Advisors, LLC | Financial Planning Services | Investment Management | Cincinnati, OH

https://www.kellettschaffner.com/philosophy

P: 513.554.1472. F: 513.766.7430. 11006 Reading Rd #201. Cincinnati, OH 45241. Kellett Schaffner Wealth Advisors, LLC’s philosophy is simple: work with our clients to formulate personalized plans that fit their needs. Our team feels strongly that:. Financial success is achieved by developing clear objectives, goals, and strategies tailored to a person’s aspirations and needs. Our clients deserve first class service with an objective point of view biased toward implementation and results.

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Philosophy | KellettSchaffner Wealth Advisors, LLC | Financial Planning Services | Investment Management | Cincinnati, OH

https://www.kellettschaffner.com/cincinnati-financial-planning-philosophy

P: 513.554.1472. F: 513.766.7430. 11006 Reading Rd #201. Cincinnati, OH 45241. Kellett Schaffner Wealth Advisors, LLC’s philosophy is simple: work with our clients to formulate personalized plans that fit their needs. Our team feels strongly that:. Financial success is achieved by developing clear objectives, goals, and strategies tailored to a person’s aspirations and needs. Our clients deserve first class service with an objective point of view biased toward implementation and results.

3

The Team | KellettSchaffner Wealth Advisors, LLC | Financial Planning Services | Investment Management | Cincinnati, OH

https://www.kellettschaffner.com/cincinnati-financial-planning-the-team

P: 513.554.1472. F: 513.766.7430. 11006 Reading Rd #201. Cincinnati, OH 45241. Meet the Kellett Schaffner Team! Brian Kellett, CFP. Mark Schaffner, CPA/PFS. The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OH, IN, KY, MD, MI, CA, FL, IA, MO, TN, VA. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member www.finra.org.

4

Services | KellettSchaffner Wealth Advisors, LLC | Financial Planning Services | Investment Management | Cincinnati, OH

https://www.kellettschaffner.com/cincinnati-financial-planning-services

P: 513.554.1472. F: 513.766.7430. 11006 Reading Rd #201. Cincinnati, OH 45241. It doesn’t matter where you are in life, ensuring you have a plan is the most important thing. Kellett Schaffner Wealth Advisors, LLC offers a wide variety of financial services for people of all ages. Whether you are just starting out, or nearing retirement age, the Kellett Schaffner Wealth Advisors, LLC team can provide the knowledge necessary to make those important decisions. Service include the following:.

5

The Team | KellettSchaffner Wealth Advisors, LLC | Financial Planning Services | Investment Management | Cincinnati, OH

https://www.kellettschaffner.com/the-team

P: 513.554.1472. F: 513.766.7430. 11006 Reading Rd #201. Cincinnati, OH 45241. Meet the Kellett Schaffner Team! Brian Kellett, CFP. Mark Schaffner, CPA/PFS. The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OH, IN, KY, MD, MI, CA, FL, IA, MO, TN, VA. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member www.finra.org.

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P: 513.554.1472. F: 513.766.7430. 8944 Blue Ash Road. Cincinnati, OH 45242. Every client is on their own path and each journey requires focus and attention to every detail. Our methodologies are specific to each client’s unique financial situation. Kellett Schaffner Wealth Advisors, LLC offers a wide variety of services from Estate and College planning, to Retirement Income Strategies. Learn more today. Easily access your account information via our online Account View. Click the button below to be d...

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