Founded in 1989, Kessner Financial, Inc. is an independent wealth management firm based in New York City. As a fee-only advisory, the company operates under a fiduciary standard, meaning it is legally obligated to act in the best interests of its clients. Its primary business involves providing comprehensive financial planning and investment management services covering areas such as retirement planning, estate planning, tax strategies, and insurance review for individuals and families. The firm is registered as both a Broker-Dealer and an Investment Adviser with the U.S. Securities and Exchange Commission (SEC) and is a member of FINRA.

Founded in

United States