BKC Wealth Management Company Profile, Contacts & Intelligence

Financial ServicesUnited States3 employeesFounded 2021
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
3
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 3 visible contacts

BKC Wealth Management Overview

BKC Wealth Management specializes in Tax Smart Investment strategies and implementation to achieve individuals' goals today and well into the future. CPAs and Wealth Advisors working together. Independent & Unbiased, Creative and Experienced, our Financial Advisory Services are tailored to your goals. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory ServicesSM,. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantax.com/social_policy for more information

Headquarters
United States
Website
www.bkcwealth.com
Industry
Financial Services
Founded
2021
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Wealth Investment Planning Retirement Estate IRA Securities Annuity Bonds Tax Planning College Savings Profit Sharing

BKC Wealth Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.

BKC Wealth Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

P
Pamela Monahan
Financial Advisor Assistant
EP
A
Arlene Hackett
Registered Assistant
EP
J
Joseph Hodakowski, Cpa, Pfs

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