Bck Partners, Inc
With over 50 years of combined experience in the world of personal financial planning, Michael Bono, CPA, CFP®, Sarah Creath, EA, CFP®, and James Kaffenbarger, J.D, CFP® bring together a simplified approach to investing and a partnership style of service that offers a vision for the future. Our energetic team is dedicated to providing creative client solutions and superior service through the effective use of resources, technology and ample support personnel. BCK Partners offers comprehensive financial management that includes: retirement planning, tax planning and preparation, healthcare & insurance planning, estate planning, employer benefit analysis, education planning, and family wide-services. From an investment perspective, BCK Partners believes in balanced, diversified portfolios. We believe these can best be achieved through Index ETFs, individual bonds and bond ETFs. Based in Corning, NY, BCK Partners, Inc. services clients locally and nationwide.
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Tech stack
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Monthly traffic
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JA
James A. Kaffenbarger
Principal · Finance & Accounting
EmailPhone - LW
Lisa Weidman
Operations Manager · Operations
EmailPhone - SC
Sarah Creath
Principal · Finance & Accounting
EmailPhone - LW
Lisa Weidman
Operations Manager · Operations
EmailPhone
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Top roles at Bck Partners, Inc
3 distinct titles indexed · top 3 shown.
- 2operations manager
- 2principal
- 1office administrator
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