EASTCHESTER, N.Y. – People in need of financial planning advice have a new resource at KPL Financial Group, founded by Eastchester resident Adam Kozak.
Kozak, a CFP, has worked in the financial services industry for more than 25 years. He studied financial planning at New York University and the College for Financial Planning, earning his degree from Bernard M. Baruch College.
“Professional financial guidance is a service that many people need,” Kozak said in a press release.
“A financial plan is a helpful tool for establishing financial goals, providing a snapshot of clients’ current objectives and financial condition and then recommending appropriate actions to implement the plan.”
KPL Financial Group offers services geared for immediate and future financial needs, including insurance, annuities, and employee benefit programs.
"At KPL, we help our clients to understand where they are now; to define their financial objectives and to plan and implement a strategy to help them achieve those objectives,” Kozak, a member of the Financial Planning Association of the Greater Hudson Valley, said.
KPL Financial Group is located at 475 White Plains Road, Suite 28, Eastchester.
For more information, call 914-222-9695.
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