Shaffer Capital

Shaffer Capital

Financial Services, 550 Polaris Pkwy, Westerville, Ohio, 43082, United States, 1-10 Employees

shaffercapital.net

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Who is SHAFFER CAPITAL

Shaffer Capital advises both individual and business clients in defining and pursuing their financial objectives and fiduciary responsibilities. Our individual clients include accomplishe...

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  • 550 Polaris Pkwy, Westerville, Ohio, 43082, United States Headquarters: 550 Polaris Pkwy, Westerville, Ohio, 43082, United States
  • 2009 Date Founded: 2009
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from SHAFFER CAPITAL

Shaffer Capital Org Chart and Mapping

Employees

Patricia Shaffer

Founder & Chief Marketing Officer

Evan Ingram

Wealth Management Advisor

Nikol Ferrell

Business Development Assistant

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Frequently Asked Questions Regarding Shaffer Capital

Answer: Shaffer Capital's headquarters are located at 550 Polaris Pkwy, Westerville, Ohio, 43082, United States

Answer: Shaffer Capital's phone number is +16*********

Answer: Shaffer Capital's official website is https://shaffercapital.net

Answer: Shaffer Capital's revenue is $5 Million to $10 Million

Answer: Shaffer Capital's SIC: 6211

Answer: Shaffer Capital's NAICS: 523930

Answer: Shaffer Capital has 1-10 employees

Answer: Shaffer Capital is in Financial Services

Answer: Shaffer Capital contact info: Phone number: +16********* Website: https://shaffercapital.net

Answer: Shaffer Capital advises both individual and business clients in defining and pursuing their financial objectives and fiduciary responsibilities. Our individual clients include accomplished professionals, entrepreneurs, and business owners who want to provide for an enjoyable retirement while at the same time addressing and identifying their other financial goals. Each individuals financial path is shaped by a wide variety of factors, including personal history, family structure and dynamics, career direction, attitudes about saving and spending, plans for the future, tolerance for financial risk, among others. Shaffer Capitals business clients are concerned with addressing their personal liability and responsibilities as retirement plan sponsors while offering a retirement plan solution that meets the needs of their employees. Given the recent changes at the Department of Labor and Employee Retirement Income Security Act (ERISA), retirement plan sponsors are seeking ways to limit their personal liability by working with a 3(38) or 3(21) retirement plan fiduciary adviser. By working with a 3(38) or 3(21) plan fiduciary, you have the assurance that the adviser is required, by law, to put the best interest of the retirement plan participants first and is accountable to do so.

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