Kelly Frere

Executive Assistant at Swisher Financial Concepts, Inc. - Westerville, OH, US

Kelly Frere's Contact Details
HQ
614-890-1930
Location
Columbus, Ohio, United States
Company
Swisher Financial Concepts, Inc.
Kelly Frere's Company Details
Swisher Financial Concepts, Inc. logo, Swisher Financial Concepts, Inc. contact details

Swisher Financial Concepts, Inc.

Westerville, OH, US • 10 - 19 Employees
Financial Services

Swisher Financial Concepts, Inc. is a client centric financial planning firm driven by client values and goals. The firm strives to protect and grow what their clients have worked hard to build. They accomplish this three fold. The first is by maintaining effective and efficient communication. The second is by establishing a maintaining trust between the firm and its clients. The third is to educate and deliver ideas in an easy to understand format.

Financial Planning Retirement Planning Investment Planning Risk Management and Insurance Planning Tax Planning Group Retirement/Insurance Planning Financial Services Financial Advisory Services
Details about Swisher Financial Concepts, Inc.
Frequently Asked Questions about Kelly Frere
Kelly Frere currently works for Swisher Financial Concepts, Inc..
Kelly Frere's role at Swisher Financial Concepts, Inc. is Executive Assistant.
Kelly Frere's email address is ***@swisherfinancial.com. To view Kelly Frere's full email address, please signup to ConnectPlex.
Kelly Frere works in the Financial Services industry.
Kelly Frere's colleagues at Swisher Financial Concepts, Inc. are Michael Henn,MFE,CFP, Brett VanDervort, Tracy McVey, Michael Henn, Dan Wolford, Brian Wolford and others.
Kelly Frere's phone number is 614-890-1930
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