Broker Check

1609 Lancaster Ave
Reading, PA 19607

Kaufman Financial Services

(610) 775-1490

 

Team

We have been working with individuals and businesses in the area since 1977.

We pride ourselves with staff who have extensive personal and professional experience.

Many of our staff hold professional designations and are licensed.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

We look forward to using our expertise to help you pursue your financial goals.

 

Richard A. Kaufman, CFP®, ChFC, CLU, RTRP

President | CERTIFIED FINANCIAL PLANNER™, Member Ed Slott Master Elite IRA Advisor

610-775-1490

610-775-5007

Richard A. Kaufman, CERTIFIED FINANCIAL PLANNER™, ChFC, CLU, RTRP, Member of Ed Slott's Master Elite IRA Advisor Group, founded Kaufman Financial Services in 1977. The company began primarily in the insurance business. When the...

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Keith joined Kaufman Financial Services in June 2002. Keith is the son of President Richard A. Kaufman and has had considerable exposure to the financial services industry. A University of Delaware graduate with a bachelor’s degree in...

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Chris graduated from Penn State University with a Bachelor’s Degree in Business/Finance. He started working at Kaufman Financial Services in 2009 while attending Penn State.Prior to Penn State, Chris attained an Associate’s Degree in...

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Douglas A. Kaufman, CFP®, ChFC®, AWMA®

CERTIFIED FINANCIAL PLANNER™ Accredited Wealth Management Advisor℠

610-775-1490

610-775-5007

Commencing college in 2006, Doug obtained the necessary security and insurance licenses while remaining a full time student at Bloomsburg University.....

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Cheryl joined Kaufman Financial Services in 1994.“In my 18 years with Kaufman Financial Services, I’ve seen firsthand how much Rich (and now all the Kaufman team) care about their clients. I am thrilled to be part of a team that...

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