Kevin Kautzmann, CFP - EBNY Financial LLC

Opens at 9:00 AM

4 reviews

+1 (201) 331-0101

Website

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45 N Broad St Ste 502

Ridgewood, NJ 07450

Opens at 9:00 AM

+1 (201) 331-0101

http://www.ebnyfinancial.com

EBNY Financial LLC is a leading independent financial planning firm and all-lines insurance brokerage based in New York, NY. As a family-owned company, they offer a comprehensive range of services tailored to the unique needs of both businesses and individuals, including sound financial advice and top-quality insurance solutions.

With a commitment to creating and preserving wealth, EBNY acts as fiduciaries for their clients, providing comprehensive investment advice. They also specialize in helping clients cut costs and streamline their benefits process through their insurance brokerage services. With a focus on customer satisfaction and staying up-to-date with industry regulations, EBNY prides itself on delivering personalized solutions and exceeding client expectations.

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Reviews

5.04 reviews

Mark T.

7/31/2013

After talking with a few friends, I was recommended to EBNY as I had some questions about starting to save for retirement (the earlier the better, right?). Before speaking to my friends, I called...

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Donna T.

10/14/2021

I have worked with Kevin Kautzmann for a couple of years. He has been extremely helpful to us in setting up our 401K and pension plan. Kevin is very professional, knowledgeable, helpful,...

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Zack K.

6/20/2012

Was referred to Kevin Kautzmann, CFP through business with his firm, EBNY Insurance Services. Kevin helped my father set up 401(k) plans for his small business. In addition, Kevin assisted my...

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Adam C.

9/3/2013

Kevin has been a pleasure to work with so far and I fully expect I'll be working with him for a long time. From our first meeting he was clearly most concerned with understanding my family's...

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LPL Financial, situated in Ridgewood, NJ, operates as a distinguished independent broker-dealer. Their offerings encompass a diverse range of investment products, advisory services, and holistic wealth management solutions. Collaborating primarily with financial advisors, institutions, and registered investment advisors (RIAs), they equip professionals with the essential resources and technological platforms to provide tailored financial counsel. By furnishing support in compliance oversight, practice management, and advanced technology services, LPL Financial aspires to enable advisors in fostering meaningful client relationships. Central to their mission is the enhancement of financial advisors' operational efficiency, precision, and autonomy in navigating the intricate realm of financial services. Their strategic focus revolves around empowering advisors to deliver personalized guidance effectively and independently. Generated using this brand's available information

United States›New Jersey›Ridgewood›Kevin Kautzmann, CFP - EBNY Financial LLC