Kimberly Lowery is a CFP-designated registered investment advisor at Kl Financial LLC, based in Palmetto, GA, with 6 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 7 clients.
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KL Financial does not manage investments or recommend specific funds or securities. They provide investment advice only as it relates to tax reduction strategies and financial planning.
Location
636 Main St., PO Box 665, Palmetto, GA, 30268
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kl Financial LLC
State Registrations1 state
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