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Michael A. Kaup is a Financial Planner and the founder of Jockey Hollow Financial Services, LLC, where he offers both personal financial planning and corporate financial services.As a personal financial planner, Michael assists individuals and families in customizing cost-effective and tax-efficient strategies to address various financial goals, including: education funding, retirement planning, estate conservation, wealth accumulation, risk management, investments, and insurance services.The corporate side of his practice assists business owners in developing employee benefit programs, retirement plans, executive compensation packages and business continuation strategies, such as buy-sell funding and key person insurance.
Jockey Hollow Financial Services, Llc
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Financial Planner, Lpl Registered RepresentativeJockey Hollow Financial Services, Llc Feb 2017 - PresentI am licensed to sell insurance in CT, FL, MA, ME, NY, NJ, PA, VA, and securities in CA, CT, FL, MA, MD, NJ, NY, OH, PA, SC, VT. I am an investment advisor representative of Gladstone Institutional Advisory and Securities are offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Gladstone Institutional Advisory, LLC , a registered investment advisor. Gladstone Institutional Advisory, LLC and Jockey Hollow Financial Services, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Financial Planner, Financial Services RepresentativeNew England Financial 2001 - Jun 2016Assisting individuals and families with investment services and insurance strategies, including: * Asset allocation and wealth management* Retirement planning and IRA strategies* Estate conservation strategies* Education funding* Life, disability income and long term care insurance needs* Property & Casualty InsuranceAlso assist small to mid-size businesses with:* Employee benefits such as group life, disability and long term care insurance* Employer-sponsored retirement plans* Executive bonus programs* Business continuation strategiesRepresentatives do not provide tax or legal advice. Please consult your tax advisor or attorney for such advice.
Michael Kaup Skills
Michael Kaup Education Details
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Boston College Carroll School Of ManagementManagement -
Fordham UniversityCommunications
Frequently Asked Questions about Michael Kaup
What company does Michael Kaup work for?
Michael Kaup works for Jockey Hollow Financial Services, Llc
What is Michael Kaup's role at the current company?
Michael Kaup's current role is Financial Planner and Founder, Jockey Hollow Financial Services, LLC.
What is Michael Kaup's email address?
Michael Kaup's email address is mi****@****ail.com
What is Michael Kaup's direct phone number?
Michael Kaup's direct phone number is +197322*****
What schools did Michael Kaup attend?
Michael Kaup attended Boston College Carroll School Of Management, Fordham University.
What skills is Michael Kaup known for?
Michael Kaup has skills like Financial Planning, Insurance, Investments, Retirement Planning, Wealth Management, Estate Planning, Iras, Small Business, Employee Benefits, Executive Pay, Executive Compensation, Property And Casualty Insurance.
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