Shaffer Capital in Westerville, Ohio

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Shaffer Capital


Main Headquarters:
550 Polaris Parkway, Suite 130
Westerville, Ohio, 43082

Phone Number:
(877) 891-1213

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Shaffer Capital provides services in the field of Financial Planning Consultants & Services. The business is located in Westerville, Ohio, United States. Their telephone number is (877) 891-1213.

Go back to: Financial Planning Consultants & Services

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Listing ID: OH-715628

About Us

Today’s complex and changing economic landscape can make reaching your financial goals a challenge. At Shaffer Capital, our knowledgeable and trustworthy advisors can show you the path forward, with a strategy custom- designed for you. Our distinctive approach to financial planning and investment management combines a comprehensive, "big picture" perspective with an unwavering attention to detail. We bring visionary thinking, diligent planning, and direct accountability to every client relationship. As a Shaffer Capital client, you can expect objective, proactive guidance that is tailored to your unique situation and needs—whether you are an individual, a business owner, or a retirement plan fiduciary.

Hours of Operation:
Monday :9:00 AM - 5:30 PM
Tuesday :9:00 AM - 5:30 PM
Wednesday :9:00 AM - 5:30 PM
Thursday :9:00 AM - 5:30 PM
Friday :9:00 AM - 5:30 PM
Saturday :closed
Sunday :closed
Categories
  • Financial Planning Consultants & Services
Products
  • Retirement planning (IRA'S/Pensions/401k's/403b's)
  • Life & Long Term Care Insurance
  • Educational planning (529's/UGMA/UTMA)
  • Executive Benefit Programs
  • Debt Management
  • Business Planning Services
Keywords
  • Estate Planning
  • Asset Allocation
  • Disability Insurance
  • Charitable Planning
  • Cash Flow Planning
Phones
  • FAX:(614) 891-7360
Emails
  • :info@shaffercapital.net

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Helpful Tip for: Financial Planning Consultants & Services

Financial planning consultants and services relating to the same are available in Westerville. These consultants are professionals who work with you to determine your financial needs and plans, and help you choose investment and savings schemes to those ends. Services that may be offered include comprehensive financial planning, income & tax planning, cash flow management and risk management. Investment options and retirement plans may be available to enable savings and earnings.



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