K2 Financial Partners

We strive to provide tailored financial advice for each of our clients and their unique financial challenges and goals. Our team of advisors are qualified to help you evaluate your retirement needs, create a plan to help reach your goals and help you stay on track to achieve them. We operate as independent financial advisors, which gives us the freedom to run our business how we believe it will best serve our clients. As independents, this provides the flexibility and autonomy to place our clients interests first in and act in a fiduciary capacity. Advisory services offered through K2 Financial Inc. or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Tax services are not offered through, or supervised by, The Lincoln Investment Companies. K2 Financial Partners and K2 Financial Inc. and the above firm are independent and non-affiliated.

网站

https://www.k2financialpartners.com/

K2 Financial Partners的外部链接

所属行业

金融服务

规模

2-10 人

总部

Glendora，California

类型

合营企业

创立

1996

领域

Financial Planning、Professional Portfolio Management、Retirement Planning、Investments、College Planning和employee benefits