Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan William Kunkel is a financial advisor with Savvy, a firm with offices in Cincinnati, OH and NEW YORK, NY. Nathan has been in the financial services industry since 2013, and has held positions at a variety of firms, including Mariner Wealth Advisors and Deerfield Financial Advisors, Inc. Nathan is a Certified Financial Planner and specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations. He is registered to provide investment advice in Ohio.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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OH
05/20/2024 - Present
Savvy (Cincinnati OH)
Active
Inactive
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