215.515.3953  |  adam@kauferfinancial.com

Products

Kaufer Financial provides assistance in the following areas:

INVESTMENTS

  • Bonds
  • Common Stock
  • Individual Retirement Account (IRA)
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

FINANCIAL PLANNING

  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Legacy Plans
  • Profit Sharing Plans

INSURANCE

  • Long-Term Care Insurance

Important COVID-19 NY EXECUTIVE ORDER

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

2138 Saint Albans Street, Philadelphia, Pennsylvania 19146 United States


This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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Contact Us

2138 Saint Albans Street, Philadelphia, Pennsylvania 19146
215.515.3953  |   adam@kauferfinancial.com

 

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