KA Financial Services
New
Offers online services
New
Offers online services
About
Very attentive to details
Over 10 years of experience
HIGH client satisfaction: Clients come and stay and refer family and loved ones...
Highlights
Hired 2 times
2 employees
13 years in business
Serves Beverly , MA
Offers online services
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)
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Services offered
Notary
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Financial Services And Planning