Kissinger & Kirkman Investment

Our Mission

At Kissinger & Kirkman Investment Centre, LLC, we believe in building long-term relationships and earning our clients' trust through personalized financial guidance and outstanding service. We empower our clients to make informed financial decisions through education, open communication, and transparency.

Why Choose Us?

As a locally owned and operated independent firm, we prioritize:

• Experience: Our team boasts over 70 years of industry expertise in all aspects of financial planning.
• Personalized Attention: We tailor our services to each client's unique needs and goals.
• Transparency: We believe in clear and open communication, keeping you updated on your portfolio performance and financial plan.
• Client-Centered Approach: We prioritize your financial success and work collaboratively with you to achieve your goals.

Comprehensive Services

We offer a comprehensive suite of services to meet all your financial needs, including:

Investing & Retirement Planning

• Stocks & Taxable Bonds
• Annuities & ETFs
• Roth IRAs and Traditional IRAs
• 401k & Retirement plan Rollovers
• College Savings & 529 Plans

Wealth Management

• Wealth Management & Advisory Accounts
• Comprehensive Financial Planning
• Trust & Estate Planning
• Business Retirement Planning

Insurance & Protection

• Life Insurance & Long-Term Care Insurance
• Estate Planning & Risk Management

Financial Guidance

• Social Security Benefit Estimator
• Retirement Planning Calculator
• Compound Savings Calculator

Our Team

Our team of experienced professionals combines expertise in financial planning, investment management, and customer service to deliver exceptional results for our clients.

Experience Financial Success with Kissinger & Kirkman Investment Centre, LLC today!