KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
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Tuesday, April 18, 2023
Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors.
Key Points:
- Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors.
- For more than 20 years, KMJ has helped clients across the wealth spectrum pursue their goals by developing thoughtful, customized plans for managing their financial lives.
- “Being able to integrate our clients’ financial and tax planning is a great benefit to them and a true differentiator for our firm,” said Ruggles.
- With support from Commonwealth’s business solutions, KMJ intends to leverage its tax practice to encourage tax-only clients to take advantage of the firm’s complete wealth management solutions, from initial financial planning to estate planning.