Facts and Insights
Kessler Financial Services is a leading financial advisory firm dedicated to providing expert financial solutions for their clients. With an experienced team of advisors and a wide range of services, Kessler Financial Services is committed to helping their clients achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 12 | 15 |
Financial Services Offered
Kessler Financial Services offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
Client Types
Kessler Financial Services caters to a wide range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals and executives
- Young professionals
- Retirees
Fees & Compensation
Kessler Financial Services is committed to transparent and fair fees for their services. Their fees are based on a percentage of assets under management, ensuring that the interests of the client and the firm are aligned. Clients can also expect commission-free investment strategies and a full disclosure of all fees and compensation.
Background
The team at Kessler Financial Services has a strong background in finance and wealth management. Their advisors have an average of 15 years of experience, with many holding advanced degrees and certifications in finance and related fields. The firm also has a team of support staff dedicated to providing the highest level of client service.
Financial Advisor Disclosures to Know
As a financial expert, Kessler Financial Services adheres to strict guidelines and regulations to ensure the best interest of their clients. Some important disclosures to know include:
- Registered with the Securities and Exchange Commission (SEC)
- Registered as an Investment Advisor with the state in which they operate
- No disciplinary actions or complaints on record with regulatory bodies
- No criminal history