Kelly Wealth Services
Kelly Wealth Services is a financial advisory firm located in Australia, focusing on personalized financial planning and wealth management. The firm prioritizes client education, trust, and peace of mind, helping clients achieve their lifestyle goals through expert guidance. It operates as a goals-based advisory practice, tailoring financial strategies to meet...
KellyPartners Group Holdings Limited ASX KPG
Kelly+Partners is a chartered accounting network established in 2006 to provide a better service to Private Clients, Private Businesses and their Owners, and Families. Our speciality is to counsel individuals with significant business interests to control, preserve, and grow their wealth and asset base.
Kelley Mullis Wealth Management
Kelley & Mullis Wealth Management was founded over 35 years ago, focusing on client and personalized service to create a unique portfolio to fit each individual's financial needs. As an independent wealth management firm, our advisors are able to communicate and create a solid relationship with clients.
Kelley & Mullis...
Keel Point
Keel Point is an independent wealth management and family office advisory firm based in Washington, D.C. The company specializes in serving high-net-worth individuals, multi-generational families, and institutional clients. Keel Point focuses on providing strategy-based, individualized solutions to help clients manage their financial responsibilities and achieve long-term goals.
The firm offers...
Keebeck Wealth Management
Keebeck Wealth Management is a boutique independent registered investment advisory firm based in Chicago, Illinois. The firm manages $1.6 billion in assets for 111 clients, focusing on high-net-worth individuals and institutions across several states, including Arizona, Florida, and Texas. Led by CEO Bruce K. Lee, Keebeck emphasizes strategic partnerships and...
Kedia Capital Services Private Limited
Kedia Capital Services Private Limited is a prominent financial services firm based in India, established in 2004 by Vijay Kedia. The company operates as a licensed stock broker under SEBI regulations and has grown into a self-funded, debt-free organization with an annual turnover exceeding ₹90,000 crore. With its headquarters in...
KDM Financial and Estate Planning
KDM Financial specialises in providing advice to self-employed professional and small business owners, who have a desire to protect their families, their business and their income.
We advocate and embrace a goals and objectives based financial planning process, to provide our clients with tailored and holistic financial advice.
We assist...
Kawartha Credit Union
Kawartha Credit Union is a member-owned financial cooperative based in Peterborough, Ontario, with over 72 years of experience serving communities in central and eastern Ontario. Originally established in 1952 as CANGECO Credit Union, it rebranded in 1978 and now operates 23 branches from Cornwall to Parry Sound, serving more than...
Kauri Asset Management
Kauri Asset Management is a boutique asset management firm based in Sydney with more than 70 years of collective global capital markets experience. Much like the resilient and enduring Kauri tree from which we have derived our name, our goal is to help you achieve a level of financial security...
Kapwise
Kapwise.com is a financial planning tool for global Indians. Kapwise makes it easy to plan for your finances, set goals, and make progress towards your financial future. It is aimed to simplify the financial planning process for customers.
Maybe you don't like planning for your finances and want a quick...
Kaplan Wealth Advisors
From budgeting to advanced retirement projections, and everything in-between, Kaplan Wealth Advisors collaborates in creating a financial plan that evolves with your ever-changing needs.
We combine a proven, evidence-based investing strategy with ongoing research and management as we will build an investment portfolio that aligns with your goals.
We want...
Kapasi Associates Chartered Professional Accountants
Kapasi & Associates is a Calgary established accounting firm that has been in practice for over three decades. We are passionate about this city and the businesses and people that encourage it to thrive.
Our Calgary accounting firm always strives to stay ahead of technological advances, which is why we...
KB Family Office
K&B Family Office is an independent multi-family office based in Panama, focusing on wealth management and advisory services for clients in Latin America and international families. Established in 2004, the firm partners with high-net-worth individuals and families to help them preserve and grow their generational wealth.
The firm offers a...
JT Stratford Wealth Management
For over 20 years, JT Stratford has helped individuals just like you plan for their financial future. Today, JT Stratford, LLC, an SEC registered investment advisory firm, is one of the premier financial planning and investment management firms in the Southeast. The firm provides innovative investment management and employee benefit...
JTC CPAs
No one can be an expert in everything, and that includes business owners. There are simply too many complex laws and regulations surrounding business operations today for any one person to know it all. That's where we, as accountants, come in. We can help you understand the financial implications of...
JS CPA Strategic Solutions Professional Corporation
We provide customized financial solutions catered towards the development and growth of businesses across Canada and United States.
Some of the many services we provide are:
- Review of current financial systems
- Monthly Accounting Services (Bookkeeping)
- Implementation of new accounting software
- Optimization of current processes
- Clean-up...
JS Wealth
JS Wealth was founded in January 2017 by Jason Yau. JS Wealth serves High Net Worth Individuals and family trusts and estates.
The mission for JS Wealth is to be the best multi-family office in Asia with outcomes-based planning and bespoke solutions. We believe in simplicity and transparency. We believe...
Jones Advisory Group LLC
Our unique approach to planning provides our clients with income and tax savings solutions for retirement. Outliving your money is a real concern that must be addressed. As life expectancy continues to increase, income, tax and risk management become central to a properly structured financial plan.We provide a customized strategy...