Kmetz Financial Group, Inc.

Kmetz Financial Group, Inc.

New
Offers online services
New
Offers online services

About

Forward looking firm blending cash flow management with tax planning for individuals and businesses.

As a firm we enjoy seeing how the value we provide to our customers benefits their business.


Highlights

Hired 2 times
4 employees
7 years in business
Serves Willowbrook , IL
Offers online services

Payment methods

Credit Card, Cash, Check, Stripe, Zelle

Social media


Specialties

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase

No reviews (yet)

Ask this provider for references. There's no obligation to hire and we’re here to help your booking go smoothly.

Frequently asked questions

Client on-boarding process starts with an interview to determine the client's needs and the services that will best meet those needs. Followed by an engagment for service.

B.S. in Business Administration, Accounting

Certified Public Accountant

Willowbrook/Burr Ridge Chamber of Commerce
- Current - Treasurer
- Former - President
- Former - Vice President

Pricing is based on the requested services and is on a client by client basis.

We are a second generation family accounting practice. I purchased my fathers buisiness in May of 2017 of which he built over 45 years. I started working for my father in 1996, and have now been practicing for over 25 years.

We help customers create a balance approach towards taxation, financial planning and cash flow management. All three areas play a roll in day to day decisions of businesses as well as individuals.

Expertise comes with time, experience and education. With over 70 years of combined experience, my firm is able to be pro active when tax law changes affect our clients.


Services offered

Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning