Category: Financial planner
Address: 80 5th Ave #1403 New York, NY 10011 United States
District: Midtown Manhattan
Phone: +1 212-269-2625
Working Hours: Closes at 09:00
Website: http://www.ebnyfinancial.com
Rating:
Kevin Kautzmann, CFP® - Financial Planner in Midtown Manhattan
Kevin Kautzmann, CFP®, is a trusted and experienced financial planner located in the heart of Midtown Manhattan. Situated at 80 5th Ave #1403, New York, NY 10011, Kevin Kautzmann provides personalized financial planning services tailored to meet the unique needs of individuals, families, and businesses. With a commitment to helping clients achieve their financial goals, Kevin offers expert guidance on wealth management, retirement planning, investment strategies, and more.
Comprehensive Financial Planning Services
As a Certified Financial Planner (CFP®), Kevin Kautzmann specializes in delivering comprehensive financial solutions that are designed to align with your long-term objectives. Whether you’re planning for retirement, saving for your child’s education, or looking to grow your wealth through strategic investments, Kevin takes a holistic approach to ensure every aspect of your financial life is addressed. His expertise spans across various areas of financial planning including tax-efficient strategies, estate planning coordination, risk management analysis, and cash flow optimization.
Client-Centered Approach
Kevin Kautzmann believes that every client’s financial journey is unique. That’s why he prioritizes understanding each client’s individual circumstances and aspirations before crafting customized plans. By fostering open communication and building strong relationships based on trust and transparency, Kevin ensures his clients feel confident about their financial future. His dedication to providing clear advice without unnecessary jargon makes him an approachable and reliable partner in navigating complex financial decisions.
Convenient Location in Midtown Manhattan
Located in the bustling district of Midtown Manhattan at 80 5th Avenue #1403, Kevin’s office is easily accessible for clients throughout New York City. The central location allows busy professionals and residents alike to conveniently schedule consultations during business hours. With a focus on providing exceptional service within a professional yet welcoming environment, Kevin ensures that every client feels valued and supported.
Why Choose Kevin Kautzmann as Your Financial Planner?
Choosing the right financial planner is crucial for achieving your goals efficiently and effectively. With years of experience as a Certified Financial Planner (CFP®), Kevin Kautzmann brings both expertise and integrity to his practice. His ability to simplify complex concepts while offering actionable advice sets him apart from others in the field. Additionally, his commitment to staying updated with the latest industry trends ensures that clients receive cutting-edge solutions tailored to today’s dynamic economic landscape.
Whether you’re just starting out on your financial journey or looking for advanced strategies to optimize your portfolio, Kevin Kautzmann provides the tools and insights needed for success. Contact him today at +1 212-269-2625 to schedule a consultation and take the first step toward securing your financial future.
Please sign in with Google to leave a review.
There are no reviews for this business yet. Be the first to leave a review!
Machine ID: /g/1tcygcrj
Feature ID: 0x89c2599819edac4b:0xa2c66d31d8818d8c
Created Date: 09 January 2025, 03:58
View Count: 51 views
Maps: View on Google Maps