Jane Upton's Contact Details

Jane Upton's Company Details

KBM Consulting

Lancaster, PA, US • 10 - 19 Employees
Financial Services

KBM Consulting (KBM) is a national independent consulting and insurance advisory firm dedicated to helping financial service companies and professionals. Collaborative in nature, KBM Consulting works as an extension of your team. The firm advises clients in every aspect of planning and the design of life insurance wealth strategies. Our services include comprehensive financial, business, estate, tax, retirement, and executive benefit planning. Our most valuable asset is the trust and confidence of our clients. Our goal has always been to exceed their expectations with superior performance and services. We listen carefully to our clients'​ deepest concerns and overall financial goals and then customize solutions to address their objectives. KBM Consulting (KBM) identified a need where they could add value and provide a superior level of expertise. Comprehensive service capabilities, extensive product knowledge, and customized tax planning recommendations are our fundamental focus. Our goal is to build long-term relationships with companies and serve as an advisor on their team. We operate as an independent financial resource to companies and their clientele. We also serve professionals in the legal, accounting, investment, and banking industries that require a higher level of service and technical expertise.