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L
9 meses antes

I have been a loyal customer for a few years now a...

I have been a loyal customer for a few years now and I must say that their services have exceeded my expectations. The team is knowledgeable, responsive, and always available to provide guidance. They have helped me make important financial decisions and their expertise has been invaluable. I highly recommend their services to anyone in need of financial advice.

S
10 meses antes

I am extremely satisfied with the services provide...

I am extremely satisfied with the services provided by this wealth advisory company. The team is highly professional, responsive, and always focused on my financial success. They have helped me make smart investment decisions and their expertise has been invaluable. I highly recommend their services to anyone in need of reliable wealth advisory.

D
11 meses antes

I've been with Kcs Wealth Advisory, LLC for quite ...

I've been with Kcs Wealth Advisory, LLC for quite some time now and I must say that their services have been outstanding. The team is extremely professional, knowledgeable, and always attentive to my financial needs. They provide personalized advice and have helped me make smart investment decisions. I highly recommend them to anyone looking for a wealth advisory firm.

C
1 ano atrás

I cannot express how satisfied I am with the servi...

I cannot express how satisfied I am with the services provided by Kcs Wealth Advisory, LLC. The team is not only knowledgeable but also genuinely cares about their clients' financial well-being. They have helped me make informed financial decisions and have guided me towards greater financial security. I highly recommend their services to anyone looking for professional wealth advisory.

R
1 ano atrás

I have been a loyal customer of a wealth advisory ...

I have been a loyal customer of a wealth advisory company for quite some time now and I can confidently say that their services are exceptional. The team is professional, knowledgeable, and always goes above and beyond to ensure that my financial needs are met. They provide personalized advice and have helped me make informed investment decisions. I highly recommend their services to anyone looking for expert wealth advisory.

A
1 ano atrás

I have been a customer of Kcs Wealth Advisory, LLC...

I have been a customer of Kcs Wealth Advisory, LLC for a while now and I must say that their services have exceeded my expectations. The team is knowledgeable, responsive, and always goes the extra mile to ensure that my financial goals are met. They provide personalized advice and have helped me navigate through various financial situations. I highly recommend their services to anyone in need of expert financial guidance.

E
1 ano atrás

I have been using the services of this wealth advi...

I have been using the services of this wealth advisory company for a while now and I am very happy with the results. The team is professional, responsive, and truly understands my financial goals. They have provided me with personalized investment strategies that have helped me grow my wealth. I would highly recommend their services to anyone looking for expert financial advice.

S
1 ano atrás

I have been a customer of a wealth advisory compan...

I have been a customer of a wealth advisory company for several years now and I am extremely satisfied with their services. The team is professional, knowledgeable, and always available to answer any questions or concerns I may have. They have helped me achieve my financial goals and are always proactive in providing me with the latest investment opportunities. I highly recommend them to anyone looking for a reliable and trustworthy wealth advisory firm.

S
1 ano atrás

I have been a customer of Kcs Wealth Advisory, LLC...

I have been a customer of Kcs Wealth Advisory, LLC for several years now and I am extremely satisfied with their services. The team is professional, knowledgeable, and always available to answer any questions or concerns I may have. They have helped me achieve my financial goals and are always proactive in providing me with the latest investment opportunities. I highly recommend Kcs Wealth Advisory, LLC to anyone looking for a reliable and trustworthy wealth advisory firm.

D
1 ano atrás

I have been a customer of Kcs Wealth Advisory, LLC...

I have been a customer of Kcs Wealth Advisory, LLC for some time now and I am completely blown away by the level of service and expertise they provide. The team is incredibly knowledgeable and always goes above and beyond to ensure that my financial needs are met. They have helped me navigate through various financial situations and I couldn't be happier with the results. I highly recommend Kcs Wealth Advisory, LLC to anyone who is looking for top-notch financial guidance.

J
1 ano atrás

I have been a customer of Kcs Wealth Advisory, LLC...

I have been a customer of Kcs Wealth Advisory, LLC for some time now and I am extremely happy with their services. The team is always available to provide guidance and they truly understand my financial goals. They have helped me navigate through various financial challenges and I couldn't be more grateful. I highly recommend Kcs Wealth Advisory, LLC to anyone in need of expert financial advice.

M
1 ano atrás

I am extremely impressed with the level of service...

I am extremely impressed with the level of service and expertise provided by Kcs Wealth Advisory, LLC. The team is always available to answer my questions and provide guidance. They have helped me create a personalized financial plan and have been instrumental in achieving my financial goals. I highly recommend their services to anyone in need of wealth advisory.

Sobre Kcs wealth advisory, llc

KCS Wealth Advisory, LLC: fornecendo consultoria financeira de alto nível para tranquilidade

A KCS Wealth Advisory, LLC é uma empresa de gestão de patrimônio com sede no oeste de Los Angeles especializada em fornecer consultoria financeira de alto nível para indivíduos e empresas. A paixão da empresa é ajudar as pessoas a alcançar seus objetivos financeiros e proporcionar-lhes a tranquilidade de ter um plano financeiro sólido.

Na KCS Wealth Advisory, LLC, a equipe de profissionais experientes entende que cada cliente tem necessidades e objetivos únicos. Assim, abordam de forma personalizada a situação de cada cliente e desenvolvem soluções à medida das suas necessidades específicas. Quer se trate de planejamento de aposentadoria, gestão de investimentos, planejamento tributário ou planejamento imobiliário - a KCS Wealth Advisory oferece cobertura.

A empresa foi fundada por Kurt Cassidy Schumacher (Kurt), que tem mais de 25 anos de experiência no setor financeiro. Kurt é um profissional Certified Financial Planner™ (CFP®) e possui várias outras designações, como Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary® (AIF®), Certified Divorce Financial Analyst™ (CDFA™) entre outros.

Kurt acredita que a educação é fundamental quando se trata de tomar decisões informadas sobre finanças. Portanto, ele leva tempo para educar seus clientes sobre vários aspectos das finanças, para que possam tomar decisões informadas sobre seu dinheiro. Ele também acredita na transparência e honestidade ao lidar com os clientes - algo que diferencia a KCS Wealth Advisory de outras empresas.

Uma coisa que torna a KCS Wealth Advisory única é seu compromisso de usar a tecnologia para aprimorar seus serviços. A empresa usa ferramentas de software de última geração, como eMoney Advisor®, Riskalyze®, Morningstar OfficeSM, entre outras, que permitem aos clientes acessar suas contas on-line 24 horas por dia, 7 dias por semana, de qualquer lugar do mundo.

Outra coisa que diferencia a KCS Wealth Advisory de outras empresas é seu foco no investimento socialmente responsável (SRI). O SRI envolve o investimento em empresas que tenham um impacto positivo na sociedade e no meio ambiente. A KCS Wealth Advisory acredita que investir em empresas socialmente responsáveis ​​não apenas beneficia o planeta, mas também gera bons retornos para os investidores.

A KCS Wealth Advisory oferece uma ampla gama de serviços aos seus clientes, incluindo:

1. Planejamento de aposentadoria: a empresa ajuda os clientes a planejar sua aposentadoria desenvolvendo planos de aposentadoria personalizados, adaptados às suas necessidades específicas.

2. Gestão de investimentos: A KCS Wealth Advisory oferece serviços de gestão de investimentos desenvolvidos para ajudar os clientes a atingirem suas metas financeiras, minimizando os riscos.

3. Planejamento tributário: A empresa ajuda os clientes a minimizar sua responsabilidade fiscal, desenvolvendo estratégias fiscais eficientes adaptadas à sua situação específica.

4. Planejamento patrimonial: A KCS Wealth Advisory auxilia os clientes na criação de planos imobiliários que garantem que seus ativos sejam distribuídos de acordo com seus desejos após o falecimento.

5. Investimento Socialmente Responsável (SRI): A empresa oferece serviços de SRI destinados a ajudar os clientes a investir em empresas que tenham um impacto positivo na sociedade e no meio ambiente, gerando bons retornos.

Em conclusão, a KCS Wealth Advisory, LLC é uma empresa de gestão de patrimônio com sede no oeste de Los Angeles que fornece consultoria financeira de alto nível para indivíduos e empresas. A abordagem personalizada da empresa, o compromisso com a educação, a transparência, o uso da tecnologia e o foco no investimento socialmente responsável a diferenciam de outras empresas do setor. Se você está procurando tranquilidade quando se trata de suas finanças - não procure mais, KCS Wealth Advisory!

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Kcs wealth advisory, llc

Kcs wealth advisory, llc

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