About KANTEN FINANCIAL SERVICES
KANTEN FINANCIAL SERVICES is a highly respected financial planning and advising firm that has been serving clients for over 20 years. With a team of experienced and knowledgeable advisors, KANTEN FINANCIAL SERVICES provides comprehensive financial solutions to individuals and businesses.
How does the advisor help clients – Key Takeaways:
KANTEN FINANCIAL SERVICES is dedicated to helping clients achieve their financial goals by providing personalized and tailored solutions based on their unique needs and situations. The firm offers a range of financial services, including retirement planning, investment management, risk management, and estate planning. Their team of advisors works closely with clients to create customized strategies that align with their short-term and long-term goals.
Facts and Insights
As a leading financial advisory firm, KANTEN FINANCIAL SERVICES has a strong track record of delivering exceptional results for their clients. In the past 10 years alone, the firm has managed to grow its assets under management (AUM) to over $2.5 billion. With a focus on providing top-notch services and building long-term relationships, KANTEN FINANCIAL SERVICES has gained the trust and loyalty of its clients.
Moreover, the firm has a team of over 50 highly qualified and experienced advisors who bring a diverse range of skills and expertise to the table. This allows KANTEN FINANCIAL SERVICES to provide a comprehensive and well-rounded approach to financial planning and advising.
Assets Under Management, Number of Advisors and Time in Business:
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Financial Services Offered
KANTEN FINANCIAL SERVICES offers a wide range of financial services to meet the unique needs of its clients. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Business succession planning
- Education planning
Client Types
KANTEN FINANCIAL SERVICES serves a diverse range of clients, including high-net-worth individuals, families, small business owners, and corporations. The firm has the expertise and resources to cater to the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation
KANTEN FINANCIAL SERVICES operates on a fee-only compensation structure, which means that they do not receive any commissions from the sale of financial products. This allows the firm to provide unbiased and objective advice to their clients without any conflicts of interest. The fees charged by the firm are based on a percentage of the AUM and are transparently disclosed to clients.
Background
KANTEN FINANCIAL SERVICES was founded in 2000 by John Kanter, a highly experienced and respected financial advisor. Over the years, the firm has grown to become one of the leading financial advisory firms in the country, known for its personalized approach and exceptional client service.
Financial Advisor Disclosures to Know
As a registered investment advisor, KANTEN FINANCIAL SERVICES is required to disclose any potential conflicts of interest to their clients. The firm takes this responsibility seriously and proactively communicates with clients about any potential risks or conflicts that may arise.