Since 1995, Kelleher Financial Advisors has provided clients with thoughtful and personalized solutions in many areas of financial planning. At KFA, we place our clients at the center of everything we do. And while situations and experiences differ, our belief is that every client deserves the very best of what we have to offer.
Our firm acts as both an advisor, formulating long-term strategies, and as a manager, making specific recommendations and implementing decisions in areas such as portfolio construction, estate planning and investment management.
KFA educates our clients, communicating with them and sharing our rationale and analysis about issues that should be considered on an ongoing basis and ensuring that appropriate actions are taken. We do not sell proprietary financial products and are paid solely by our clients. In this way, KFA is able to recommend and incorporate independent investment vehicles and managers into a portfolio as needed
Company Details
- Employees
- 5
- Founded
- -
- Address
- New York, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://kf-advisors.com/
- Keywords
- Wealth Management, Asset Management, Estate Planning, Retirement Planning, Tax Planning, Charitable Planning, Education Planning, Cash Flow Management, Insurance Needs.
- HQ
- New York
Kelleher Financial Advisors Questions
Kelleher Financial Advisors's website is https://kf-advisors.com/
Kelleher Financial Advisors's LinkedIn profile is https://www.linkedin.com/company/kelleherfinancialadvisors
Kelleher Financial Advisors has
5 employees.
View email and phone details for 5
employees at Kelleher Financial Advisors.
Kelleher Financial Advisors's industry is
Financial Services
Kelleher Financial Advisors's top competitors are
Ascendant Compliance Management,
Tea - Tertiary Education Advisors,
Fbn Securities Inc.,
Apotheosis Ventures,
Mazzola Financial Services,
Rosenberg & Fecci Consulting,
Starboard Advisors,
Jensyn Acquisition Corporation,
Wall Street Access,
Marathon Capital.
Kelleher Financial Advisors's categories are Financial Services
Kelleher Financial Advisors's founding year is 1995
