KAF Wealth Management
Company

KAF Wealth Management

Financial Services 35 Braintree Hill Park 9 employees
Employees
9
Contacts
2
Emails
2
Phones
1

KAF Wealth Management Overview

Headquarters
35 Braintree Hill Park
Industry
Financial Services
Employees
9
Founded
1999
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About KAF Wealth Management

KAF Wealth Management was founded to provide personal and business financial planning for its clients. We provide creative and diverse financial services by blending technical knowledge and experience to help solve financial issues. Our advisors develop solid financial plans based on each client’s unique needs for the future. Our team of highly skilled specialists are dedicated to creating long-term strategies that help secure a client’s overall financial well-being. Most of our clients have created their own successes and need to protect their wealth. Their concerns go beyond the just the management of money to broader issues involving family and business relationships. Our technical skills are matched by a talent for listening. Only by actively listening to our clients do we learn not only their financial needs but their emotional needs as well.

KAF Wealth Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

KAF Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Jim Shannon, Cfp ® Aif ® Financial Advisor at Kaf Financial Advisors
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Thomas Mccarthy Managing Partner, Kaf Wealth Management
Email Phone
Max Petrie, Aif(r) Experienced Retirement Plan Consultant/ Relationship Manager at Kaf Financial Advisors
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Amber Whitner Financial Services
Email

Employees by Management Level

Individual contributor 3 profiles
Manager 1 profile

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