Edward Jones

B C Tax & Accounting

Kellett Schaffer Wealth Advisors is a Registered Investment Adviser based in Cincinnati, OH, offering comprehensive financial planning services to clients. With a team of experienced professionals, they provide personalized advice and guidance to help individuals navigate various financial challenges, from managing finances after a loss or divorce to planning for retirement and unexpected life events. Committed to their clients' financial well-being, Kellett Schaffer Wealth Advisors emphasizes the importance of planning and staying informed about investment strategies. They prioritize client satisfaction and strive to build long-term relationships based on trust and transparency.Generated from the website

Touch Point Wealth Partners is a Cincinnati-based financial advisory firm that offers a comprehensive range of services, including personal planning, insurance planning, retirement planning, asset management, estate planning, and business planning. With a team of experienced professionals, they provide tailored strategies to help individuals and businesses achieve their financial goals. As a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc., Touch Point Wealth Partners is committed to providing top-notch financial advice and services. They are known for their expertise in retirement income strategies, estate planning strategies, wealth preservation strategies, small business solutions, and employee stock options, among others.Generated from the website