Kellett Wealth Advisors, LLC
8944 Blue Ash Road, Cincinnati, OH 45242
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Kellett Wealth Advisors, LLC is a finance institution located at 8944 Blue Ash Road in Cincinnati, Ohio, United States. With the markets experiencing significant volatility, we understand the ups and downs can be unsettling. That's why we offer ways to achieve FDIC insurance for investments over $250,000 in CDs. Our goal is to help you achieve Financial Confidence, no matter where you are in life.
Whether you're a novice or a seasoned veteran, our customized risk understanding and planning process is designed to simplify the management of your money. We offer a wide variety of financial services for individuals of all experience levels, ages, and backgrounds. Our team is personable, knowledgeable, and friendly, with years of experience helping clients achieve their financial goals.
Kellett Wealth Advisors LLC is a Registered Investment Adviser, offering advisory services to properly licensed clients. We prioritize privacy and will not share your information outside of our organization. Our services come with the understanding that past performance is not indicative of future returns, and investing involves risk.
As a registered SEC advisor, we invite you to set up an appointment to discuss your financial situation and future goals. We look forward to helping you plan for a secure financial future. Visit our website to see our Form CRS and learn more about how we can assist you in achieving Financial Confidence.
Reviews
"I'm writing this in May of 2022 as the market is down almost 19% YTD but my account managed by this team is only down about 6%! They correctly anticipated the market and moved my investments into safer places to protect my money and their fee! :-) We both win. I am impressed with their market savvy. Each move they make is transparent and the people here are friendly and approachable. I highly recommend them."
"Jared has been a wealth of information and is kind and compassionate with his approach. Financial planning feels like a foreign language to me and Jared quickly and thoroughly answers all of my questions, most of the time within the same business day- even when I ask the same question twice. I truly appreciate the team approach the firm has, which further solidifies my trust in their guidance. Highly recommend!"
"My family has been working with Kellett Schaffner Wealth Advisors for over a year and we couldn't be more satisfied with the level of service, attention to detail, and clarity we get from their office and specifically our advisor Jared. The past two years created a host of financial questions and challenges for my family and business; the team at Kellet Schaffner provided a level of calm reassurance, creative problem solving, and consistent availability that helped us weather the storm."
"I have every confidence in Brian and his team! They are knowledgeable, patient, friendly while being professional. I have been a satisfied client for close to twenty years!"
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