Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

1609 Lancaster Ave
Reading, PA 19607

Kaufman Financial Services

(610) 775-1490

 

What can Kaufman Financial Services do for you?

Individuals face challenges every day. Can you tackle your financial challenges all on your own? Located in Reading, Pennsylvania, our knowledgeable staff, including four financial advisors, can help you develop a plan to address your financial goals and objectives. Providing superior client service and information is the core of what we do at Kaufman Financial Services. With financial planning becoming a major part of the American lifestyle, we strive to be the best so that you, your wallet, and your net worth can see the difference. As an independently owned financial planning firm, we are not forced to offer only certain services. Our independence allows us to offer a full universe of financial services, specifically picking from a wealth of services to individually suit your needs.  So if you’re looking for a group of hard-working, competent, and ethical financial advisors to help you with your finances, your search has ended. 

Helpful Content

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

To choose a plan, it’s important to ask yourself four key questions.

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

 

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

View all articles arrow

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

View all calculators arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

When Markets React

When markets shift, experienced investors stick to their strategy.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos arrow