Kessler Financial Services offers investment advice and financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Services are provided through consultations and various agreements, including financial planning, advisory service, retainer, investment management, tax preparation, and hourly planning engagements. Kessler Financial Services does not provide custodial management of client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Kessler Financial Services provides investment advice but does not provide custodial investment management of client assets. Fees are charged for financial plans and investment advice plans upon delivery of the plan.
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