Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Marie Flannery is a financial advisor with Bahl & Gaynor Inc., located in Cincinnati, OH. Kelsey is a Certified Financial Planner (CFP) and has been in the financial industry for over 6 years. Kelsey provides financial planning and portfolio management services to a variety of clients, including individuals, families, businesses, and institutions. She specializes in financial planning, investment management, retirement planning, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
09/24/2024 - Present
Bahl & Gaynor Inc. (CINCINNATI OH)
Active
Inactive
Not sure Kelsey Flannery is the right advisor for you? Invested Better is here to help.
