Anthony Petsis & Associates, 401 S State St, Newtown, PA 18940, US

HistoryRichard A. Kaufman, ChFC, CLU, Certified Financial Planner, and Member of Ed Slott's Master Elite IRA Advisor Group, founded Kaufman Financial Services in 1977. The company began primarily in the insurance business. When the designation was first developed, Rich successfully pursued a Certified Financial Planner designation and from that point on, was a trailblazer in the financial planning profession. Over the years, the business expanded into multiple areas of focus. As a Certified Financial Planner, Rich decided to expand the business into investments, tax preparation, financial planning, and estate planning. The business progressed through the past few decades and today is a family based company that employs five employees, three of which are Rich's sons. Today, the company successfully guides individuals from all over the country as they develop and pursue their financial goals.SpecialtiesAs a family owned and operated Financial Planning Company, we offer a one-stop shop for comprehensive financial planning: offering services in investments, insurance, tax planning, overall financial planning, and estate planning. Let us guide you to your financial goals.