Kappan Financial

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

375 Woodcliff Dr, Fairport, New York, 14...

Phone Number

(585) 248-6768

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Kappan Financial

Kappan Financial provides trusted financial planning services in Rochester, NY, aimed at individuals, families, and business owners. They offer tailored strategies to help clients navigate financial decisions, manage income, and prepare for future goals. With over 15 years of experience, their collaborative approach focuses on education and support, ensuring clients feel informed and empowered. Their services include retirement planning, employee benefits coordination, and personal financial security solutions.Explore more
Kappan Financial's Social MediaPopular SearchesKappan Financial LLCdalloVinnyDallo VinnyKappanFinancialVinny DalloSIC Code 62,628NAICS Code 52,523Show more

Kappan Financial Org Chart

PhoneEmail
JL
United States flag for contact location.

Director, Client Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kappan Financial

<$5M
1-10
Private
-
2016
JL
Jeanine LevinsonDirector, Client Services
<$5M
1-10
Private
-
2000
BR
Brian RamirezAssociate, Registered Representative
<$5M
11-50
Private
-
-
SA
Samantha AmatoDirector, Operations
<$5M
1-10
Private
<$5M
2013
JM
Judith MacdonaldDirector, Marketing
<$5M
1-10
Private
-
2018
JS
Jason StockmasterFounder & Financial Advisor
<$5M
1-10
Private
-
2002
LM
Lauren MacriOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kappan Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kappan Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kappan Financial.

Kappan Financial Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Kappan Financial

What is Kappan Financial's official website?
Kappan Financial's official website is www.kappanfinancial.com
What is Kappan Financial's Revenue?
Kappan Financial's revenue is <$5 Million
What is Kappan Financial's SIC code?
Kappan Financial's SIC: 62,628
What is Kappan Financial's NAICS code?
Kappan Financial's NAICS: 52,523
How many employees does Kappan Financial have?
Kappan Financial has 1-10 employees
What industry does Kappan Financial belong to?
Kappan Financial is in the industry of: Finance, Securities Trading
What is Kappan Financial competition?
Kappan Financial top competitors include: Anchor Financial Solutions Group, Stockmaster Financial Group, Wahby Financial Group, The Nelson & Strife Financial Group
What technology does Kappan Financial use?
Some of the popular technologies that Kappan Financial uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, Cloudflare Security
How do I contact Kappan Financial?
Kappan Financial contact info: Phone number: (585) 248-6768 Website: www.kappanfinancial.com
What does Kappan Financial do?

Kappan Financial provides trusted financial planning services in Rochester, NY, aimed at individuals, families, and business owners. They offer tailored strategies to help clients navigate financial decisions, manage income, and prepare for future goals. With over 15 years of experience, their collaborative approach focuses on education and support... , ensuring clients feel informed and empowered. Their services include retirement planning, employee benefits coordination, and personal financial security solutions.Read More

What are Kappan Financial social media links?
Kappan Financial Linkedin page Kappan Financial Facebook page
Is Kappan Financial a public company?
Kappan Financial is private company therefore does not currently have an official ticker symbol
See more information about Kappan Financial

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