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Matthew Rozzi Email
Chief Operating Officer . KB Financial Companies
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Employees:
38Revenue:
$6.4MAbout
Smart, successful wealth management is about results. To pursue outcomes aligned with your goals, you need a partner that not only deeply understands every aspect of your financial world but truly cares about your unique situation. Every individual or family has different objectives, different dreams and dynamics. There are often many complex pieces of the planning puzzle that can become overwhelming. KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders. With roots dating back to 1983, KB Financial Companies fields a team of experts in financial, tax and estate planning, insurance solutions, investment banking, wealth management and family enterprise management. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, Member FINRA/SIPC. Registered Investment Advisory services offered through KB Financial Partners, LLC., which is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.KB Financial Companies Address
300 Carnegie Center DrivePrinceton, NJ