Shoffer Wealth Management, LLC
Shoffer Wealth Management, LLC (CRD# 106586) is a financial advisory firm headquartered in Toledo, OH. They manage $5,386,070 in 70 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts70ACCOUNTS
Average Account Value$76,944
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Jeffrey Shoffer (CRD# 866865) is an Investment Advisor Representative working at Shoffer Wealth Management, LLC in Ottawa Hills, OH and has over 34 years of experience in the finance industry.