Kiefer Financial Services powered by Capital A Wealth Management
6715 Tippecanoe Road, Canfield, Ohio 44406
About the Kiefer Financial Services powered by Capital A Wealth Management
At Kiefer Financial Services powered by Capital A Wealth Management, we are dedicated to upholding the highest standards of integrity and professionalism in our relationships with our clients. Our mission is to help you navigate the complexities of financial planning, particularly as you prepare for retirement.
Our Services Include:
- Retirement Planning: We will sit down with you to discover what your ideal retirement looks like. Utilizing our proprietary Alpha Plan, we assess your current financial situation and determine your retirement needs.
- Custom Strategies: Based on our findings, we provide you with a tailored strategy designed to help you achieve your unique retirement goals.
- Regular Reviews: To ensure you stay on track, we will regularly review and adjust your strategy as needed.
Why Choose Us:
- Personalized Attention: We endeavor to understand your specific financial situation and goals to provide the highest quality information, services, and products.
- Experienced Advisors: Our team includes professionals with designations such as Chartered Retirement Planning Counselor (CRPC™), ensuring you receive expert advice.
- Educational Resources: We offer three comprehensive guides on retirement planning to help you make informed decisions. Simply enter your information to receive these valuable resources.
Location and Affiliations:
- Proud Member of the Pittsburgh North Regional Chamber
- Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC
- Investment advisory services provided by Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser
Important Disclosures:
- Investing involves risk, including the potential loss of principal. No strategy can guarantee a profit or protect against loss.
- Fixed insurance products are not securities or investment advisory products and are backed by the financial strength of the issuing insurance company.
- Information provided is for educational purposes and should not be the sole basis for financial decisions.
Get Started:
Take the first step towards your custom retirement strategy today. Schedule a complimentary consultation by visiting our website or giving us a call. Our team is ready to help you make the most of your life savings and achieve the retirement you’ve always envisioned.
Photos of Kiefer Financial Services powered by Capital A Wealth Management
6715 Tippecanoe Rd Building B, 201-202, Canfield, OH 44406, United States
Opening hours of Kiefer Financial Services powered by Capital A Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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