find phone number Kaufman Financial Services 📱?
(610) 775-1490
What Clients Are Saying Kaufman Financial Services (GG)
5 /5 Geoff Y: The team at Kaufman Financial Servies is very professional and thorough in their work. They have helped my family identify the best way to save money and plan for retirement.
5 /5 Nancy McNamara: Keith is the man! He was very helpful in assisting me to untangle the massive amounts of mail I was receiving from Health insurance companies as I became eligible for Medicare. No question was wrong to ask, and no answer was less than clear and concise. I recommend anyone in the Reading area go visit Keith before you make a wrong decision about your new (and open season) Medicare enrollment.
Diane K Wonderful people! Not only was my consultation free, everything was thoroughly explained without time restraint. I felt heard and cared for. Its hard fo find such transparent, non-pushy, knowledgeable, and understanding individuals - ESPECIALLY when it comes to finances!
Troy Aberle By far the smartest team I have ever learned from. This is the knowledge your bank knows and doesn’t want you to have. Trust Tim and Olivia and learn how to invest!
Sandra Gregory We started our business in 1985. When we decided to become incorporated Nancy guided us through the process. When Miles came on board he helped me with every little question I had. I could not have done it without both of them. They get an A++ from me.
Sandy Gregory
Gregory Equipment Inc.
Tyler Magaha Steve is the man! He is extremely knowledgeable and thorough. He is very personable and enjoyable to meet with. He came up with a financial plan for my wife and I and described it in terms that were easy for us to understand. I could not recommended Steve more to anyone looking for assistance with financial planning. 10/10 recommend!!!