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portrait of Kaity Stuckert
FINANCIAL ADVISOR

Kaity Stuckert

CRPC™, CSRIC®
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Socially Conscious Investing
  • Special Needs Financial Considerations
  • Charitable Giving
  • Retirement Income Strategies

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CSRIC®

    Chartered SRI Counselor™

Personal Interests

  • Spending Time with Family
  • Reading
  • Hiking
  • Traveling
  • Social Responsibility

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 07:00PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(937) 429-2259

Fax

(888) 219-9432

Office Address

2430 Dayton-Xenia Road
Beavercreek, OH 45434opens in a new window

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