KB Financial, a OneDigital Company Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

KB Financial, a OneDigital Company, operates in the Financial Services industry and is based in Princeton, New Jersey. The firm presents itself as a team of professionals with extensive experience across wealth management, financial planning, tax and estate planning, insurance solutions, investment banking, and family enterprise management, focusing on high net worth families, entrepreneurs, and key stakeholders. Its offering centers on integrated, individualized guidance aimed at achieving outcomes aligned with clients’ goals while addressing the complex aspects of their financial lives. The organization emphasizes a close-knit team approach and a long history dating back to 1983, supported by affiliations for securities transactions and independently offered investment advisory services. A brief note on recent leadership appointments in family office services and corporate finance highlights ongoing growth within the Princeton-based operation. } } }{

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