EBNY Financial and Insurance Services

Financial Services - New York, NB, US

EBNY Financial and Insurance Services Employees
Kevin Kautzmann

CFP®- Certified Financial Planner™

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Kevin Cfp

CFP®- Certified Financial Planner™

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EBNY Financial and Insurance Services Details

Executive Benefits of New York (EBNY) is a family-owned financial planning firm that tailors to the unique needs of its diverse clientele. We look to cultivate a close and personal relationship with our clients to ensure that every specific need is attended to.Our well-versed team at Executive Benefits of New York is composed of a dedicated and diverse group of individuals who have prior experience at top-tier investment firms and prominent consulting companies. Each professional excels in a particular field to ensure that our specialized talents are catered to any financial-related need.With an Accredited Investment Fiduciary® (AIF®) and Certified Financial Planner™ (CFP®) on staff we are able to handle all individual and corporate planning demands. We pride ourselves in the quality of our customer service and are constantly looking for ways to improve it. At EBNY we regularly update our clients on new regulations and plans that may better address their changing needs. As an independent firm, we do not have to fulfill any quotas or minimums, providing our clients with the greatest level of satisfaction.

EBNY Financial and Insurance Services logo, EBNY Financial and Insurance Services contact details
Employees: 5 - 9
HQ: 212-269-2625
Location: New York, NB, US
Revenue: 500k - 1 Million
Fee Based Financial Planning Retirement Planning Employee Benefits Business Planning Education Planning Estate Planning Commercial Insurance Fee-Based Financial Planning 401(k) / 403(d) Plans Debt Management College Funding Simple IRAs / SEP IRA Plans Buy-Sell Agreements Profit Sharing Plans 401(k) / 403(b) Plans Roth IRA Pension Planning Traditional IRA Group Health Insurance Services Certified Financial Planner™ (CFP®) Accredited Investment Fiduciary® (AIF®) Financial Services Financial Advisory Services
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