Kessler Financial Services

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Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Commission-BasedFixed/Hourly

About This Firm

Kessler Financial Services offers investment advice through consultation, financial planning, taxation advice, and trust services including estate planning. Investment advice is provided with the client making the final decision. They do not act as a custodian of client assets.

Fee Structure

Minimum Investment:None

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Location

45 East Julian Street, San Jose, CA, 95112

1 Advisors at this firm

CFP