Kaufman Financial Services

Kaufman Financial Services is a financial planner in Reading, Pennsylvania, serving individuals and business owners with comprehensive financial guidance. The firm offers personalized services including financial planning, investment planning, estate planning, retirement planning, 401(k) plan management, income tax preparation, IRA and Roth IRA services, education savings, life insurance, long-term care insurance, Medicare planning, and ObamaCare assistance. With a team of four financial advisors, including President Richard A. Kaufman, a CERTIFIED FINANCIAL PLANNER™ and member of Ed Slott’s Master Elite IRA Advisor Group, the firm emphasizes client-focused solutions and ethical service. Founded in 1977, Kaufman Financial Services has built a reputation for integrity and expertise, earning a 5.00 rating from its clients. The firm serves the Reading area and surrounding communities, helping clients navigate complex financial decisions with clarity and confidence.

The firm’s independence allows it to provide a full range of financial services tailored to individual needs, without being restricted to specific product lines. Its team includes professionals with advanced designations such as ChFC, CLU, and RTRP, and many hold degrees from institutions like the University of Delaware and Penn State University. The firm’s mission centers on understanding each client’s unique financial situation and delivering high-quality, personalized advice. It maintains a strong commitment to client education, offering resources on topics such as Medicare vs. Medicaid, retirement planning pitfalls, life insurance reviews, and student loan refinancing, ensuring clients are informed and empowered.

Located at 1609 Lancaster Ave in Reading, the firm sits just a short distance from key local landmarks. It is situated about 0.3 miles from the Reading Driver and Photo License Center and Brookline Park, both within a five-minute walk. The office lies near East Lancaster Avenue, a primary thoroughfare, and is a short drive from New Holland Road and the New Story school. Nearby Kenhorst Fire Company is approximately 0.5 miles away, placing the firm in a well-connected, accessible part of the city.

Kaufman Financial Services stands out for its long-standing presence in the community, its team’s professional credentials, and its client-centered approach. The firm’s well-documented online presence and clean, optimized website reflect its commitment to transparency and accessibility. Its consistent high rating underscores its reliability and trusted reputation among local clients. As a cornerstone of financial guidance in Reading, Kaufman Financial Services continues to help residents build lasting financial security.