KT Wealth Management
About KT Wealth Management
KT Wealth Management is a boutique financial services firm located in Monroe, NY, providing personalized financial planning and investment management services to families and small businesses. They specialize in helping clients achieve their financial goals with clarity and confidence. Given their estimated 1-5 employees, KT Wealth Management could save up to $5,950 annually through our Employee Benefits Program (EBP). The decision maker, Kerim Tekin, as a CFP®, would be motivated by the cost savings and the potential to enhance their competitive benefits package, which could improve employee retention and attract top talent in the financial services industry. The program's recurring monthly savings would be particularly beneficial for a small firm like KT Wealth Management, where every dollar counts.
Estimate Your FICA Tax Savings
See how much KT Wealth Management could save with the Employee Benefit Program
Location
Contact Information
-
Address
Monroe, NY -
Phone
(631) 389-3810 -
Email
[email protected] -
Website
www.ktwealthmanagement.com