Jeffrey Kass, CFP
Investment & Tax strategies LLC
Certified Financial Planner in Brookfield, CT
Address:5 Silvermine Mnr
Brookfield, CT 06804
About Jeffrey Kass
Jeffrey Kass is a financial professional at Investment & Tax strategies LLC located in Brookfield, Connecticut. Jeffrey Kass holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jeffrey Kass provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jeffrey Kass5 Silvermine Mnr
Brookfield, CT 06804
Phone Number:
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Website:
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