KIS Financial
Finance · Maryland, United States · 11-50 Employees
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Overview
Headquarters
14 Mountain Lake Ct, Germantown, Marylan...Phone Number
(240) 603-6406Website
www.kisfinancial.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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ZI Rank
1
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1
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1
About KIS Financial
KIS Financial is a comprehensive financial planning firm dedicated to providing personalized financial strategies for families, business owners, and landowners who prioritize legacy, lifestyle, and long-term success. They offer a range of services including financial planning, retirement planning, investment management, estate planning, and tax planning, aimed at helping clients align their finances with their values. The firm focuses on educating clients and providing objective advice to help them navigate important financial decisions. KIS Financial utilizes advanced technology to enhance client convenience and accessibility, ensuring a collaborative approach to achieving true wealth.Explore more
KIS Financial Org Chart
JA
Financial Advisor
SM
Financial Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2009
KIS Financial Tech Stack
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KIS Financial is a comprehensive financial planning firm dedicated to providing personalized financial strategies for families, business owners, and landowners who prioritize legacy, lifestyle, and long-term success. They offer a range of services including financial planning, retirement planning, investment management, estate planning, and tax pla... Read More
