Keffer Financial Planning

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1011 Lake St Ste 406, Oak Park, Illinois...

Phone Number

(630) 842-5609

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
1
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About Keffer Financial Planning

Keffer Financial Planning offers independent, hourly financial planning and services to families and individuals in various communities in Illinois, including Chicago and Oak Park. Their services include comprehensive financial planning, retirement income planning, investment planning, and more, all provided on a fee-only basis with no products to sell. The firm is led by a Certified Financial Planner who emphasizes a cost-conscious and objective approach to help clients make informed financial decisions. They aim to assist clients with retirement, college funding, and other financial goals without imposing account minimums.Explore more
Popular SearchesKeffer Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Keffer Financial Planning Org Chart

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WK
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Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Keffer Financial Planning

<$5M
1-10
Private
-
-
WK
William KefferCertified Financial Planner
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
1-10
Private
-
-
DF
Doc Faulknerthe Advisor
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Company Profile Activity

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Activity Insights

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

What does this means?

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

Keffer Financial Planning Tech Stack

A closer look at the technologies used by Keffer Financial Planning

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Frequently Asked Questions Regarding Keffer Financial Planning

What is Keffer Financial Planning's official website?
Keffer Financial Planning's official website is www.kefferfinancialplanning.com
What is Keffer Financial Planning's Revenue?
Keffer Financial Planning's revenue is <$5 Million
What is Keffer Financial Planning's SIC code?
Keffer Financial Planning's SIC: 62,628
What is Keffer Financial Planning's NAICS code?
Keffer Financial Planning's NAICS: 52,523
How many employees does Keffer Financial Planning have?
Keffer Financial Planning has 1-10 employees
What industry does Keffer Financial Planning belong to?
Keffer Financial Planning is in the industry of: Finance, Securities Trading
What is Keffer Financial Planning competition?
Keffer Financial Planning top competitors include: Vertex Capital Advisors, Cape Cod Wealth Strategies & Insurance Services, Focus Financial Network, Copper Canyon Wealth Management
What technology does Keffer Financial Planning use?
Some of the popular technologies that Keffer Financial Planning uses are: Drupal, AddToAny, Microsoft 365, Vimeo
How do I contact Keffer Financial Planning?
Keffer Financial Planning contact info: Phone number: (630) 842-5609 Website: www.kefferfinancialplanning.com
What does Keffer Financial Planning do?

Keffer Financial Planning offers independent, hourly financial planning and services to families and individuals in various communities in Illinois, including Chicago and Oak Park. Their services include comprehensive financial planning, retirement income planning, investment planning, and more, all provided on a fee-only basis with no products to... sell. The firm is led by a Certified Financial Planner who emphasizes a cost-conscious and objective approach to help clients make informed financial decisions. They aim to assist clients with retirement, college funding, and other financial goals without imposing account minimums.Read More

Is Keffer Financial Planning a public company?
Keffer Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Keffer Financial Planning

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