KM Capital Group的封面图片
KM Capital Group

KM Capital Group

金融服务

Purchase,NY 1,028 位关注者

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
https://www.kmcg.com
所属行业
金融服务
规模
2-10 人
总部
Purchase,NY
类型
私人持股

地点

KM Capital Group员工

动态

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