Kellett Wealth Advisors, LLC - Cincinnati, Ohio

Kellett Wealth Advisors, LLC: A Leading Financial Planning Firm in Cincinnati

Located at 8944 Blue Ash Rd, Cincinnati, OH 45242, Kellett Wealth Advisors, LLC is a premier financial planning firm that has been serving clients in the Cincinnati area for years. With their expertise and personalized approach to financial planning, they have earned a stellar reputation among their clients.

Specialties: Financial planner.

Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.

Opinions: This company has 5 reviews on Google My Business. With an average opinion of 5/5, it's clear that Kellett Wealth Advisors, LLC has consistently provided excellent service to their clients.

One of the standout features of Kellett Wealth Advisors, LLC is their dedication to personalized service. The firm takes a team approach to financial planning, which further solidifies their clients' trust in their guidance. Clients appreciate the firm's thorough and prompt responses to their questions, even when they ask the same question twice.

The firm's commitment to accessibility is another notable aspect. They offer online appointments and have wheelchair accessible entrance, parking, and restrooms, ensuring that all clients can easily access their services.

To learn more about Kellett Wealth Advisors, LLC or to schedule an appointment, visit their website at kellettwealth.com or call them at 35541472.

👍 Reviews of Kellett Wealth Advisors, LLC

Alison S.

5/5

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!

Adam S.

5/5

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.

David S.

5/5

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.

Loree C.

5/5

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!

Christine M.

5/5