Meszaros

Building Wealth Through Trusted Advice

KBM Financial Advisers stands as a trusted partner in wealth management, tax planning, and financial security for individuals and businesses in New Jersey and beyond. With over 40 years of experience, we leverage our expertise to empower clients to achieve their financial goals and navigate the complexities of financial planning.

Our Vision

Our vision is to provide personalized, holistic financial guidance, seamlessly integrating tax planning and investment strategies for comprehensive wealth management. We believe in building lasting relationships with our clients, understanding their unique needs, and collaborating to create customized plans that align with their aspirations.

Our Core Values

• Integrity: We uphold the highest ethical standards and maintain transparency in all our dealings.
• Client-Centeredness: Your goals are our priority. We prioritize your needs and actively seek your input in the planning process.
• Expertise: Our team comprises experienced professionals with deep knowledge in tax planning, investment management, and estate planning.
• Collaboration: We work seamlessly with other professionals to offer comprehensive and holistic financial solutions.
• Sustainability: We advocate for responsible investing that aligns with your values and contributes to a sustainable future.

1. Accumulation & Wealth Management

• Comprehensive investment planning
• Portfolio review and optimization
• Asset allocation and risk management
• Tax-efficient investing strategies

2. Guaranteed Retirement Income

• Comprehensive retirement planning and analysis
• Implementing sustainable income strategies for post-career
• Addressing market volatility and inflation risks

3. Lifestyle Preservation

• Estate planning and succession strategies
• Risk management through insurance coverage
• Financial planning for major life events like children's education or mortgage repayment

4. Tax & Accounting Services

• Comprehensive tax planning and compliance
• Business tax consulting and planning
• Accounting services for individuals and businesses

5. Resources & Education

• Access to online tools and resources
• Regular educational workshops and webinars
• Personalized financial guidance and support