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
610-775-5007
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...
Douglas A. Kaufman, CFP®, ChFC®, AWMA®
CERTIFIED FINANCIAL PLANNER™ Accredited Wealth Management Advisorâ„
610-775-5007
Commencing college in 2006, Doug obtained the necessary security and insurance licenses while remaining a full time student at Bloomsburg University.....
