Kaufman Financial Services of Reading

Kaufman Financial Services is a financial planner in Reading, Pennsylvania. The firm works with individuals and business owners on financial planning, investment planning, estate planning, retirement planning, 401(k) plans, income tax preparation, IRA and Roth IRA accounts, education savings plans, life insurance, long-term care insurance, Medicare insurance and ObamaCare coverage. Services are provided through Kaufman Financial Services and Kaufman Advisory Services. The firm is independently owned, which it states allows it to draw from a broad range of services rather than a limited set. It holds a 5.00 rating.

Kaufman Financial Services has worked with individuals and businesses in the area since 1977, when Richard A. Kaufman founded the company, initially in the insurance business. Richard A. Kaufman is a CERTIFIED FINANCIAL PLANNER, ChFC, CLU and RTRP, and serves as President. He is a member of Ed Slott's Master Elite IRA Advisor Group. Keith R. Kaufman, Vice President, joined the firm in June 2002 and is a University of Delaware graduate with a bachelor's degree. Christopher A. Kaufman, Account Executive, graduated from Penn State University with a bachelor's degree in business and finance. The staff includes four financial advisors, and many staff members hold professional designations and licenses.

The firm is family established and family run, with Richard A. Kaufman's son Keith among its leadership. It describes its mission as understanding each client's unique financial situation and providing information and services designed to help clients address their goals, with client service first. Its stated approach is to help clients assess their financial goals and take part in managing their finances, developing lasting relationships along the way.

The office is at 1609 Lancaster Ave, on Lancaster Avenue near East Lancaster Avenue. It is about 0.3 miles from the Reading Driver and Photo License Center and Brookline Park, roughly half a mile from Kenhorst Fire Company, and about 0.6 miles from New Holland Road and New Story school.

With a 5.00 rating and a history in the Reading area dating to 1977, Kaufman Financial Services has built its practice on long-standing client relationships and a family-led team of licensed advisors.