Welcome Spring: A Season of Growth & Opportunity! Spring is officially here! Just as the season brings renewal and growth, it’s the perfect time to refresh your financial strategy. Connect with our advisors today! #FirstDayOfSpring #FinancialGrowth #WealthManagement #InvestWisely #SpringIntoSuccess
KM Capital Group
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Purchase,NY 1,028 ä½å…³æ³¨è€…
Personalized Wealth Management & Financial Planning
关于我们
KM Capital Group, Inc. is a private wealth advisory practice. Our practice focuses on the needs and goals of high-net-worth families and closely held businesses. At the core of this practice is an emphasis on financial planning and professional asset management that typically spans several generations of a client's family. As independent advisors, Marc and his team provide unbiased and custom wealth management solutions for their clients. This approach builds trust along with a consistently high quality client experience. The advisors at KM Capital Group are supported by an on-staff Certified Financial Planner, a Financial Paraplanner Qualified Professional, and a Dedicated Client Services Associate. Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
- 网站
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https://www.kmcg.com
KM Capital Group的外部链接
- 所属行业
- 金èžæœåŠ¡
- 规模
- 2-10 人
- 总部
- Purchase,NY
- 类型
- ç§äººæŒè‚¡
地点
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主è¦
3010 Westchester Avenue
200
US,NY,Purchase,10577
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US,New York,Melville,11747
KM Capital Group员工
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On St. Patrick’s Day, it’s easy to dream of stumbling upon a pot of gold—but real wealth comes from smart planning! ? Save & invest wisely – The right strategy compounds over time. ? Stay diversified – Don’t put all your gold in one pot! ? Plan for the long haul – Fortune rewards patience and discipline. Here’s to financial success and just a little Irish luck! #StPatricksDay #InvestSmart #FinancialSuccess #PotOfGold #WealthManagement
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Are you attending a St. Patrick's Day parade this weekend? All parades are fun but did you know that the largest and oldest parade for this lucky holiday is in Savannah, GA? Read about it here! Enjoy your St. Patrick's Day celebrations this weekend! ?? https://lnkd.in/eayFJkmQ
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Daylight Saving Time begins! Don’t forget to set your clocks forward an hour tonight. While we may lose an hour of sleep, it’s a great reminder to spring forward with your financial goals, too! ? Review your investment strategy – Is your portfolio aligned with your long-term objectives? ? Tidy up your finances – Spring cleaning isn’t just for your home; organize your accounts and revisit your budget. ? Plan ahead – Tax season is in full swing; ensure your financial plan is in place for efficiency. Time waits for no one—make every second (and every dollar) count! ??? #DaylightSavings #SpringForward #FinancialPlanning #InvestSmart #WealthManagement
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Happy International Women's Day! Today, we honor the resilience, innovation, and leadership of women and female entrepreneurs who are shaping the future. One inspiring story is that of Candy Valentino, who turned her passion into a thriving business, overcoming challenges and breaking barriers along the way. Let’s continue to support, uplift, and empower women in business and beyond! #InternationalWomensDay #WomenInBusiness #Empowerment #BreakingBarriers
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Congratulations to William Hyman on 4 incredible years with KM Capital Group! You are a joy to work with! Your dedication, expertise, and commitment to your clients make a lasting impact. Here’s to continued success!
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Presidents' Day is a time to reflect on leadership, legacy, and the impact of strong decision-making—both in history and in our own lives. Check out this article to learn more about the history and significance of Presidents’ Day! ?? https://lnkd.in/et3E_uDj KM Capital and the markets are closed today in observance of this holiday.
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Helping you secure your future is our passion—and that includes planning for the ones you love. This Valentine’s Day, let’s talk about building a financial foundation that supports your dreams, today and always. Whether you're planning for a wedding, a dream home, or retirement, we are here to help you reach your goals!
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