KKMB FINANCIAL AND OSAIC WEALTH

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success... Without financial planning and management services from an experienced planner, you can find yourself in big fiscal trouble years down the road. We will help you prepare for the future when you turn to me, the owner and operator, for quality services tailored to your unique needs... Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

Also known as: KKMB Financial, KKMB Financial and Osaic Wealth, Inc.

Primary location: Mechanicville United States