KBK Wealth Management Email Format

Financial ServicesNew York, United States11-50 Employees

KBK Wealth Management is a full-service, independent financial consulting and wealth management firm. It integrates tax planning with financial planning to provide coordinated guidance for decisions that affect clients now and in the future. The firm emphasizes a long-term commitment to its clients and relies on an experienced management team that seeks to understand their concerns.

Securities and advisory services are offered through Commonwealth Financial Network, a Registered Investment Adviser, while fixed insurance products are provided by KBK Wealth Management, LLC as a separate entity. The firm serves individuals in CA, CT, DC, FL, GA, MA, MD, NJ, and NY, reflecting regulatory considerations for certain offerings. Based in New York City, New York, the company positions itself as an independent adviser focused on identifying opportunities and optimizing client benefits within an integrated tax and planning framework.

Get verified KBK Wealth Management emails free

Company overview Employee directory