215.515.3953  |  info@kauferfinancial.com

  • Mission statement

    Provide clients with a defined and transparent strategy based on their individual risk tolerance as well as short, mid, and long-term goals.

    Manage financial risk and market volatility through a focus on end-item ownership (i.e., individual stocks, bonds, and cash).

    Promote a team-based approach that empowers our specialists and external partners to evaluate problems, provide guidance, and recommend solutions that are tailored toward various client needs.

    Establish a fair and level playing field as an advocate for any client, with a standardized fee and service structure applied regardless of client assets. No minimum investment.

  • Mission statement

    Provide clients with a defined and transparent strategy based on their individual risk tolerance as well as short, mid, and long-term goals.

    Manage financial risk and market volatility through a focus on end-item ownership (i.e., individual stocks, bonds, and cash).

    Promote a team-based approach that empowers our specialists and external partners to evaluate problems, provide guidance, and recommend solutions that are tailored toward various client needs.

    Establish a fair and level playing field as an advocate for any client, with a standardized fee and service structure applied regardless of client assets. No minimum investment.

  • Mission statement

    Provide clients with a defined and transparent strategy based on their individual risk tolerance as well as short, mid, and long-term goals.

    Manage financial risk and market volatility through a focus on end-item ownership (i.e., individual stocks, bonds, and cash).

    Promote a team-based approach that empowers our specialists and external partners to evaluate problems, provide guidance, and recommend solutions that are tailored toward various client needs.

    Establish a fair and level playing field as an advocate for any client, with a standardized fee and service structure applied regardless of client assets. No minimum investment.

  • Mission statement

    Provide clients with a defined and transparent strategy based on their individual risk tolerance as well as short, mid, and long-term goals.

    Manage financial risk and market volatility through a focus on end-item ownership (i.e., individual stocks, bonds, and cash).

    Promote a team-based approach that empowers our specialists and external partners to evaluate problems, provide guidance, and recommend solutions that are tailored toward various client needs.

    Establish a fair and level playing field as an advocate for any client, with a standardized fee and service structure applied regardless of client assets. No minimum investment.

  • Mission statement

    Provide clients with a defined and transparent strategy based on their individual risk tolerance as well as short, mid, and long-term goals.

    Manage financial risk and market volatility through a focus on end-item ownership (i.e., individual stocks, bonds, and cash).

    Promote a team-based approach that empowers our specialists and external partners to evaluate problems, provide guidance, and recommend solutions that are tailored toward various client needs.

    Establish a fair and level playing field as an advocate for any client, with a standardized fee and service structure applied regardless of client assets. No minimum investment.

  • Mission statement

    Provide clients with a defined and transparent strategy based on their individual risk tolerance as well as short, mid, and long-term goals.

    Manage financial risk and market volatility through a focus on end-item ownership (i.e., individual stocks, bonds, and cash).

    Promote a team-based approach that empowers our specialists and external partners to evaluate problems, provide guidance, and recommend solutions that are tailored toward various client needs.

    Establish a fair and level playing field as an advocate for any client, with a standardized fee and service structure applied regardless of client assets. No minimum investment.

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SERVICES

Kaufer Financial is a wealth management and financial advisory service firm based out of Philadelphia, Pennsylvania. It provides fee-only financial planning and investment advice for a range of clients with no minimums. Kaufer Financial prides itself on a tactical and strategic methodology to financial planning with an individualized approach for the unique needs and goals of clients.

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Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

2138 Saint Albans Street, Philadelphia, Pennsylvania 19146 United States


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2138 Saint Albans Street, Philadelphia, Pennsylvania 19146
215.515.3953  |   info@kauferfinancial.com

 

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