Kaufman Financial Services

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1609 Lancaster Ave, Reading, Pennsylvani...

Phone Number

(610) 775-1490

Revenue

$5.6 Million

Industry

Finance Securities Trading
ZI Rank: 4
Signal Type
Jan
Feb
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Jun
ZI Rank
2
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4

About Kaufman Financial Services

Kaufman Financial Services is an independently owned financial planning firm located in Reading, Pennsylvania, offering a comprehensive range of financial services tailored to meet individual client needs. Their knowledgeable team, including four financial advisors, focuses on helping clients navigate financial challenges and achieve their financial goals. The firm emphasizes superior client service and ethical practices, making it a reliable choice for individuals seeking financial guidance. With services that include retirement planning, investment management, estate planning, insurance, and tax strategies, Kaufman Financial Services aims to enhance clients' financial well-being.Explore more
Kaufman Financial Services's Social MediaPopular SearchesKaufman Financial ServicesKaufman Advisory Services IncKaufman Enterprises LLCKaufman FinancialKaufman Financial Fl LLCSIC Code 62,628NAICS Code 52,523Show more

Kaufman Financial Services Org Chart

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Vice President

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Agency Administrator

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kaufman Financial Service...

$5.6M
11-50
Private
-
1977
KK
Keith KaufmanVice President
$5.2M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2017
AG
Adam GoodLpl Financial Advisor
<$5M
1-10
Private
-
2000
JM
Joseph MakPartner and Co-President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1981
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Kaufman Financial Services Tech Stack

A closer look at the technologies used by Kaufman Financial Services

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Frequently Asked Questions Regarding Kaufman Financial Services

What is Kaufman Financial Services's official website?
Kaufman Financial Services's official website is www.kaufmanfinancial.com
What is Kaufman Financial Services's Revenue?
Kaufman Financial Services's revenue is $5.6 Million
What is Kaufman Financial Services's SIC code?
Kaufman Financial Services's SIC: 62,628
What is Kaufman Financial Services's NAICS code?
Kaufman Financial Services's NAICS: 52,523
How many employees does Kaufman Financial Services have?
Kaufman Financial Services has 11-50 employees
What industry does Kaufman Financial Services belong to?
Kaufman Financial Services is in the industry of: Finance, Securities Trading
What is Kaufman Financial Services competition?
Kaufman Financial Services top competitors include: Interactive Data Managed Solutions, SE Bohan Financial Group, Maclean Wealth Planning, Structured Wealth Advisors
What technology does Kaufman Financial Services use?
Some of the popular technologies that Kaufman Financial Services uses are: Cloudflare Website Optimization, Smarsh, Microsoft Dynamics CRM, QuickBooks
How do I contact Kaufman Financial Services?
Kaufman Financial Services contact info: Phone number: (610) 775-1490 Website: www.kaufmanfinancial.com
What does Kaufman Financial Services do?

Kaufman Financial Services is an independently owned financial planning firm located in Reading, Pennsylvania, offering a comprehensive range of financial services tailored to meet individual client needs. Their knowledgeable team, including four financial advisors, focuses on helping clients navigate financial challenges and achieve their financia... l goals. The firm emphasizes superior client service and ethical practices, making it a reliable choice for individuals seeking financial guidance. With services that include retirement planning, investment management, estate planning, insurance, and tax strategies, Kaufman Financial Services aims to enhance clients' financial well-being.Read More

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

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