Kappan Financial, Llc
At Kappan Financial, we help people understand their financial big picture and make wise decisions to grow and protect their income through every season of life. We believe that most people want to do the right things for the people they care about, they just need the right information, and we’ve been providing it for more than 15 years. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Advisory services also offered through BRIGHT FUTURES WEALTH MANAGEMENT, LLC. Cetera is under separate ownership from any other named entity. 1630 EMPIRE BLVD SUITE 100 WEBSTER, NY 14580 (585) 231-1595
7-day free trial · no credit card
Verified contacts
3
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 3 verified contacts at Kappan Financial, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- AG
Alison Getz
Administrative Assistant · Operations
EmailPhone - VD
Vinny Dallo
Financial Planner · Finance & Accounting
EmailPhone
Showing 2 of 3 verified contacts
Top roles at Kappan Financial, Llc
3 distinct titles indexed · top 3 shown.
- 1administrative assistant
- 1financial planner
- 1marketing intern
Sign up to unlock all 3 contacts at Kappan Financial, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 3 verified contacts at Kappan Financial, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.