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KPC TERRAPIN GROUP LLC

KPC TERRAPIN GROUP LLC

Description

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KPC TERRAPIN GROUP LLC – Financial Expert

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KPC TERRAPIN GROUP LLC – Financial Expert

KPC Terrapin Group LLC is a leading financial advisory firm that provides a wide range of services to its clients. With a strong team of financial experts, KPC Terrapin Group LLC has established a strong reputation in the market and has helped numerous clients achieve their financial goals.

How does the advisor help clients – Key Takeaways:

  • Provides expert financial advice to clients.
  • Offers a variety of financial services to suit individual needs.
  • Works closely with clients to develop personalized financial plans.
  • Employs a team of knowledgeable and experienced financial advisors.

Facts and Insights:

KPC Terrapin Group LLC has been in business for over 10 years and has seen significant growth in its assets under management. With a focus on providing top-notch financial advice to its clients, the firm has emerged as a trusted partner for individuals and businesses alike.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 25 10+ years

Financial Services Offered:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning
  • Financial education and coaching

Client Types:

  • Individuals
  • Families
  • Businesses
  • Organizations

Fees & Compensation:

KPC Terrapin Group LLC is a fee-only firm and does not earn any commissions from financial products or services recommended to clients. This ensures that the firm’s recommendations are always in the best interest of its clients.

Background:

The team at KPC Terrapin Group LLC has a diverse background in the financial industry, with expertise in various areas such as investment management, estate planning, and insurance. This enables the firm to provide holistic and well-rounded financial advice to its clients.

Financial Advisor Disclosures to Know:

KPC Terrapin Group LLC adheres to strict ethical and professional standards. As a registered investment advisor, the firm is legally bound to disclose any potential conflicts of interest and any fees or compensation received by the firm. Client satisfaction is the top priority at KPC Terrapin Group LLC, and the firm takes all necessary measures to ensure transparency and honesty in its dealings with clients.

Company Information

Main Office

Mail Office

Other Information

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