KSP Financial Consultants

Financial Services - Waltham, MA, US

KSP Financial Consultants Details

KSP Financial Consultants was founded in 1993 by Jeff Karelis and Matt Sliwa as Karelis, Sliwa & Associates, with a mission statement that has not changed to this day—to help clients reach their financial goals through a long-term financial planning relationship focusing on trust, creativity, objectivity, and value-added service.The firm specialized in the growing financial needs and protection considerations of successful professionals, pre-retirees, and retirees. All of our financial consultants have a specialty and work as a team, ensuring a comprehensive approach to each client. We think we've greatly improved upon the traditional model used by many Wall Street firms—the one where they sell you their own products in order to meet their target sales goals, not your financial ones. This communication is strictly intended for individuals residing in the states of AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,IL,KY,LA,MA,MD,ME,MI,MN,MO,MT,NC,NH,NJ,NY,OH,OR,PA,RI,SC,TX,UT,VA,VT,WA,WI,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Securities and Advisory Services offered through Commonwealth Financial Network®, www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.KSP Financial Consultants, 880 Winter Street, Suite 310, Waltham, MA 02451. 781.890.6460Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

KSP Financial Consultants logo, KSP Financial Consultants contact details
Website: kspfinancial.com
Employees: 20 - 49
HQ: 781-890-6460
Location: Waltham, MA, US
Revenue: Not Available
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