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Business Profile

Investment Management

Shaffer Capital LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(614) 891-1200Email BusinessWrite a Review

About

Overview

Shaffer Capital LLC

550 Polaris Pkwy Ste 130

Westerville, OH 43082-7299

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Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Shaffer Capital LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Shaffer Capital provides financial planning; discretionary investment management; employer-based retirement plans; life, disability, & long-term care insurance services.

BBB Accredited Since: 6/21/2011

Years in Business: 17

Products and Services

financial planning and investment consulting/management

Business Details

Local BBB:
BBB of Central Ohio
BBB File Opened:
5/9/2011
Business Started:
5/15/2009
Business Incorporated:
3/5/2009
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Shaffer Capital
Shaffer Capital Advisers, LLC
Shaffer Capital Insurance Services, LLC
Shaffer Capital Wealth Management LLC
Business Management:
Ms. Patricia L. Shaffer, Chief Marketing Officer
Mr. Matthew E. Shaffer, Founder/CEO

Additional Contact Information

Principal Contacts
Mr. Matthew E. Shaffer, Founder/CEO
Customer Contacts
Ms. Patricia L. Shaffer, Chief Marketing Officer
Mr. Matthew E. Shaffer, Founder/CEO
Fax numbers
Primary Fax: (614) 891-7360
Additional Phone Numbers
Other Phone: (877) 891-1213
Additional Email Addresses
Primary: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Payment methods
Personal or Business checks and autobilling from accounts.
Business Categories
Investment Management, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Wealth Management

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.