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!
October 2022
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.
October 2022
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'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.