KP Financial Firm

KP Financial Firm is a financial planner in Orlando, FL. Its financial services focus on strategies to reach financial goals through a six-step process. The firm serves individuals, families and companies, and holds a rating of 4.90. The firm's advisors provide individual consultant services aimed at reducing the uncertainty and stress tied to finances and taxes, and its team brings more than 14 years of experience to helping clients establish and grow a solid financial foundation. Its stated purpose is to educate people on improving their financial choices regardless of income, so they can make informed decisions and build a personalized strategy for themselves and their families. Its mission is to support and guide the community by adding value through financial education, and its vision is to be a reliable and trusted company providing high quality services in finances to individuals, families and companies. The firm operates from 6900 Tavistock Lakes Blvd, Suite 400-2, in the 32827 area of Orlando. KP Financial Firm is led by a leadership team that includes Kelly Polania and Sara Sleeper. The firm's values center on ownership, directness, effort, empathy, respect, self-discipline, proactivity, open communication, and trust built through honesty. With a 4.90 rating from the customers who have reviewed it, KP Financial Firm pairs more than 14 years of experience with tax and financial planning services for individuals, families and companies across Orlando.

Services:

• Community Education on Financial Choices
• Consultant Services for Finances and Taxes
• Financial Planning and Strategy
• Personalized Financial Roadmaps
• Tax Service