Shaffer Capital, LLC | Financial Planning & Services | Banks, Financial Planning & Services - Dublin Chamber of Commerce, OH

Call Us: 614-889-2001
Visit Us: 129 S. High St., Dublin, OH 43017
Search Our Membership

Shaffer Capital, LLC

Categories

Financial Planning & ServicesBanks, Financial Planning & Services
550 Polaris Pkwy., Ste. 130 Westerville OH 43082

(614) 891-1200

(877) 891-1213

(614) 891-7360

Send Email

Visit Website

Hours:

M-F 8:30am - 5:00pm
About Us

Shaffer Capital is a SEC Registered Investment Adviser headquartered in Westerville, OH. We provide Investment Management, Financial Planning, Business Retirement Plans, and Insurance services.
Rep/Contact Info

Matthew Cooke

Matthew Cooke

Wealth Management Advisor

550 Polaris Pkwy., Ste. 130 Westerville OH 43082

View Personal Bio

Matthew Shaffer

As Shaffer Capital's Chief Investment Officer, Matt oversees the development and implementation of all financial strategies for each of the firm's individual and business clients. In his role as CEO, Matt is responsible for the creation and execution of our overall business strategy. From 1996 to 2009, Matt served as a Wealth Advisor and Investment Specialist at Morgan Stanley and later Smith Barney. In May 2009, Matt and his wife, Tricia, founded Shaffer Capital. Matt holds the Certified Financial Planner™ certification, the Series 65 license as well as a Life and Health insurance license in numerous states. He holds a Bachelor of Science in Business degree, with a major in Finance and a minor in Economics, from Miami University, in Oxford, Ohio. In 2005, he graduated as class valedictorian from the Fisher College of Business at The Ohio State University with a Master of Business Administration degree.

Matthew Shaffer

Phone: (614) 891-1700

550 Polaris Pkwy., Ste. 130 Westerville OH 43082
Share

Print Email Facebook Twitter LinkedIn Pinterest

Tell a Friend

Calendar of Events
View Dublin Chamber Events

View Dublin Community Events

Real Time Web Analytics