Description

• Located in Palatine, IL, KFA is a Fee-Only Financial Advisory and Asset Management firm with over 35 years of experience helping clients with their financial objectives. Our mission is to provide multigenerational, financial peace of mind. As your trusted advisor, we share our knowledge and expertise to make the complex, simple. At Kabarec Financial Advisors, we invest in more than your money we invest in you. Our work is centered on three main focus areas for our clients.The first is planning and guidance presented clearly in a visual map so you can see all the elements in your financial life, the proposed solutions and outcomes, illustrated for today and into the future focused on you.Second, we help implement a customized investment strategy and financial solutions designed to weather changing market conditions. Our clients best interest is always our priority; thats why our personal portfolios look just like yours focused on you.Third, we have assembled a powerful, multigenerational team of individuals with decades of experience and intellectual capital exclusively to serve your financial needs now, and for generations to come focused on you.The firm's investment policy is to use an asset allocation/diversification strategy with an emphasis on the conservation of principle consistent with the risk tolerance of its individual clients. We do not earn any commissions on products or services, therefore we can make recommendations without any conflict of interest. We provide advice based on your specific situation. If the need for additional services from another professional arises we are happy to make a referral.We look forward to the opportunity to meet with you.
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  Headquarters:220 North Smith Street Suite 220, Palatine, Illinois, United States

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  Phone Number: +1 847-934-7777

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  Website: https://www.kabarec.com

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:Kabarec Financial Advisors,Ltd

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• |  NAICS Code: 523930  |

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