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BKA Wealth Consulting, Inc. in Personal Financial Planning located in New York, New York.
BKA Wealth Consulting, Inc. in Personal Financial Planning located in New York, New York.

BKA Wealth Consulting, Inc.

  New York, New York, 10023
   (0.0 stars / 0 reviews)

About

Introduction: BKA Wealth is a unique Wealth Management firm. We believe in looking at our client's lives as more than just an investment portfolio. We help clients understand the balance between their paper investments, real estate and privately held businesses if they have them. As a Dave Ramsey SmartVestor Pro team and we help clients continue to build their assets after they have eliminated debt from their lives. We provide full financial planning for clients and are an Independent Fee-Based Registered Investment Advisor.BKA Wealth Consulting was founded in 2016 as a merger of the practices of Jeff Kikel, ChFC, CRPC and Eric Boyce, CFA. Jeff's expertise includes over 25 years with several large investment firms primarily working with clients in Financial Planning, Estate Planning and Retirement Plans. Eric has over 25 years experience running research departments and as a portfolio manager. Eric managed several research departments and served as a portfolio manager for individuals, families and several large nonprofit organizations. If you are looking for an advisor that will look at you as a person rather than a dollar sign, then we are the best choice for you. Our initial consultation with you is always complementary, so please feel free to reach out to us to schedule today.We are a part of our client's lives. We like to say that you don't have to invite us to dinner every night, but we should have a seat at the table. We enjoy working with you and your family. We also have a particular expertise working with Entrepreneurs and small business owners. We hope you are next.

Other Details

Number of years in business: 0 year(s)

Number of employees: 0 people

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