Kbk Wealth Management
KBK Wealth Management is a full service independent financial consulting and wealth management firm. They are recognized for their long term commitment to its clients. We deliver professional wealth management with a unique integration of tax and financial planning strategies. These strategies are designed to provide clients the one-stop shopping needed to act quickly and expertly when making decisions that will affect them now and into the future. Our seasoned management team has a deep understanding of our clients concerns. We bring an entrepreneurial spirit and vision to help offer solutions, take advantage of investment opportunities, and optimize benefits to help clients move forward confidently in achieving their financial goals. This communication is strictly intended for individuals residing in the states of CA, CT, DC, FL, GA, MA, MD, NJ, NY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, a Registered Investment Adviser. Fixed insurance products and services offered by KBK Wealth Management, LLC are separate and unrelated to Commonwealth. KBK Wealth Management, LLC, 28 West 44th Street, Suite 1200, New York, NY 10036 212.944.8504. Please review our Terms of Use here:
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Verified contacts
14
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
2
tools in use
Monthly traffic
55
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- JF
Jeff Feinstein
Principal and Wealth Management Advisor · Finance & Accounting
EmailPhone - JC
Jordan Cohen
Financial Advisor · Finance & Accounting
EmailPhone - AB
Alan Brachfeld
Managing Partner, CPA, Cfp,pfs, Aif · Other
EmailPhone - RK
Richard Kass
Partner · General Business & Management
EmailPhone - RK
Richard Kass
Owner · General Business & Management
EmailPhone - GK
Gwen K.
Executive Assistant · General Business & Management
EmailPhone - JV
Jensen Vizcaino
Operations Assistant · Operations
EmailPhone - SM
Sviatlana Maslava
Senior Registered Financial Client Associate · Finance & Accounting
EmailPhone - MK
Michael Kessler
Partner · General Business & Management
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Kbk Wealth Management
13 distinct titles indexed · top 10 shown.
- 2partner
- 1bj
- 1employer
- 1executive assistant
- 1financial advisor
- 1managing partner, cpa, cfp,pfs, aif
- 1operations assistant
- 1owner
- 1principal and wealth management advisor
- 1project engineering
- +3more titles
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