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About KEEFER PENSION CONSULTING, INC.
KEEFER PENSION CONSULTING, INC., founded in 2005, is a leading financial consulting firm based in New York City. With a team of highly experienced financial planners and consultants, KEEFER PENSION CONSULTING, INC. is dedicated to providing clients with top-notch financial guidance and solutions to help them achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
KEEFER PENSION CONSULTING, INC. offers a wide range of financial services to clients, including retirement planning, investment management, and risk management. The firm takes a personalized approach to each client’s financial needs, developing customized strategies to help them reach their specific goals.
Facts and Insights
According to publicly available data, KEEFER PENSION CONSULTING, INC. has over $500 million in assets under management and a team of 10 experienced financial advisors. The firm has been in business for over 15 years, building a solid reputation for its high-quality financial services and exceptional client satisfaction.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Risk management
- Estate planning
- Tax planning
Client Types
KEEFER PENSION CONSULTING, INC. serves a diverse range of clients, including individuals, families, small business owners, and corporations. With its personalized approach, the firm is able to cater to the unique financial needs and goals of each client.
Fees & Compensation
KEEFER PENSION CONSULTING, INC. operates on a fee-only structure, meaning the firm only charges a transparent fee for services provided and does not receive any commissions or compensation from third parties. This ensures that the firm’s interests are aligned with those of its clients.
Background
The team at KEEFER PENSION CONSULTING, INC. brings a wealth of experience and expertise to the table. Led by founder and CEO, John Keefer, CFP®, the firm’s advisors have extensive knowledge in the financial industry and stay up-to-date with the latest trends and strategies.
Financial Advisor Disclosures to Know
KEEFER PENSION CONSULTING, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interest of its clients at all times. The firm has a clean record, with no disciplinary actions or incidents reported.