Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Kim Financial Group |
| Address: |
8 Mountain Blvd |
| City: |
Warren |
| State: |
NJ |
| Zip Code: |
07059 |
| Telephone: |
(908) 756 - 3324 |
| Fax: |
(908) 756 - 7118 |
| Web Site: |
n/a |
| |
| We have been working with government employees
for over ten years and service the northeast and mid atlantic states. Our services
include a complete financial planning package which addresses all government
and non government benefits/assets. We also over a unique retirement service
which includes the completion of retirement paperwork and working with the retiree
throughout the entire retirement process. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Rae Y. Kim |
(908) 756 - 3324 |
rkimfinancial@aol.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: Series 7, 63, 65 , 24
Insurance Licenses (Life, Health, Disability, etc): Life,
Health, Variable
Other Licenses and Designations (ChFEBCSM, CFP®,
CPA, etc.): CMFC, CSA
Education/Area of Study: MBA/Finance
Associations and Affiliations:
Experience:
I have / The office has been providing financial and/or related advice to clients
for 12 years.
How I/we charge clients for services:
X |
Fee for Financial Planning (initial, hourly,
and/or retainer) |
X |
Fee based on percentage of assets managed;
percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
--- |
Other: |
Financial services provided:
X |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
X |
Stock and bond brokerage |
--- |
Other: |
Specialty: We are experts in FERS and CSRS
and combine the analysis of government with non government benefits when making
recommendations.
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
--- |
1-5 |
X |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with Capital Analysts Inc. |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
