KAP Planning
Financial Services - , New York, United States
KAP Planning Employees
KAP Planning Senior Management
KAP Planning Details
Brix Partners has multi-generational history—we first opened as the Tornberg Agency in 1988. After transitioning ownership to our current CEO in 2010, Hurley Financial Group was born. As the company grew, the decision to rebrand as Brix was intentional. As collectors and lovers of wine, the current team has always found the process of making wine analogous to the steps and strategies relevant in true financial planning. "Brix" refers to the ratio of sugar in grapes in a vineyard before harvest—a primary indicator of potential quality and balance in the final wine. Like the best vignerons (winegrowers), the most successful businesses must consider the implications of their decisions, early enough in the process, to drive the impact and results they desire. This is the bedrock of successful financial planning. Licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). Brix Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.
KAP Planning Technologies
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