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L
9 months ago

I have been a loyal customer for a few years now a...

I have been a loyal customer for a few years now and I must say that their services have exceeded my expectations. The team is knowledgeable, responsive, and always available to provide guidance. They have helped me make important financial decisions and their expertise has been invaluable. I highly recommend their services to anyone in need of financial advice.

S
10 months ago

I am extremely satisfied with the services provide...

I am extremely satisfied with the services provided by this wealth advisory company. The team is highly professional, responsive, and always focused on my financial success. They have helped me make smart investment decisions and their expertise has been invaluable. I highly recommend their services to anyone in need of reliable wealth advisory.

D
11 months ago

I've been with Kcs Wealth Advisory, LLC for quite ...

I've been with Kcs Wealth Advisory, LLC for quite some time now and I must say that their services have been outstanding. The team is extremely professional, knowledgeable, and always attentive to my financial needs. They provide personalized advice and have helped me make smart investment decisions. I highly recommend them to anyone looking for a wealth advisory firm.

C
1 year ago

I cannot express how satisfied I am with the servi...

I cannot express how satisfied I am with the services provided by Kcs Wealth Advisory, LLC. The team is not only knowledgeable but also genuinely cares about their clients' financial well-being. They have helped me make informed financial decisions and have guided me towards greater financial security. I highly recommend their services to anyone looking for professional wealth advisory.

R
1 year ago

I have been a loyal customer of a wealth advisory ...

I have been a loyal customer of a wealth advisory company for quite some time now and I can confidently say that their services are exceptional. The team is professional, knowledgeable, and always goes above and beyond to ensure that my financial needs are met. They provide personalized advice and have helped me make informed investment decisions. I highly recommend their services to anyone looking for expert wealth advisory.

A
1 year ago

I have been a customer of Kcs Wealth Advisory, LLC...

I have been a customer of Kcs Wealth Advisory, LLC for a while now and I must say that their services have exceeded my expectations. The team is knowledgeable, responsive, and always goes the extra mile to ensure that my financial goals are met. They provide personalized advice and have helped me navigate through various financial situations. I highly recommend their services to anyone in need of expert financial guidance.

E
1 year ago

I have been using the services of this wealth advi...

I have been using the services of this wealth advisory company for a while now and I am very happy with the results. The team is professional, responsive, and truly understands my financial goals. They have provided me with personalized investment strategies that have helped me grow my wealth. I would highly recommend their services to anyone looking for expert financial advice.

S
1 year ago

I have been a customer of a wealth advisory compan...

I have been a customer of a wealth advisory company for several years now and I am extremely satisfied with their services. The team is professional, knowledgeable, and always available to answer any questions or concerns I may have. They have helped me achieve my financial goals and are always proactive in providing me with the latest investment opportunities. I highly recommend them to anyone looking for a reliable and trustworthy wealth advisory firm.

S
1 year ago

I have been a customer of Kcs Wealth Advisory, LLC...

I have been a customer of Kcs Wealth Advisory, LLC for several years now and I am extremely satisfied with their services. The team is professional, knowledgeable, and always available to answer any questions or concerns I may have. They have helped me achieve my financial goals and are always proactive in providing me with the latest investment opportunities. I highly recommend Kcs Wealth Advisory, LLC to anyone looking for a reliable and trustworthy wealth advisory firm.

D
1 year ago

I have been a customer of Kcs Wealth Advisory, LLC...

I have been a customer of Kcs Wealth Advisory, LLC for some time now and I am completely blown away by the level of service and expertise they provide. The team is incredibly knowledgeable and always goes above and beyond to ensure that my financial needs are met. They have helped me navigate through various financial situations and I couldn't be happier with the results. I highly recommend Kcs Wealth Advisory, LLC to anyone who is looking for top-notch financial guidance.

J
1 year ago

I have been a customer of Kcs Wealth Advisory, LLC...

I have been a customer of Kcs Wealth Advisory, LLC for some time now and I am extremely happy with their services. The team is always available to provide guidance and they truly understand my financial goals. They have helped me navigate through various financial challenges and I couldn't be more grateful. I highly recommend Kcs Wealth Advisory, LLC to anyone in need of expert financial advice.

M
1 year ago

I am extremely impressed with the level of service...

I am extremely impressed with the level of service and expertise provided by Kcs Wealth Advisory, LLC. The team is always available to answer my questions and provide guidance. They have helped me create a personalized financial plan and have been instrumental in achieving my financial goals. I highly recommend their services to anyone in need of wealth advisory.

About Kcs wealth advisory, llc

KCS Wealth Advisory, LLC: Providing High-Level Financial Advice for Peace of Mind

KCS Wealth Advisory, LLC is a wealth management firm based in West Los Angeles that specializes in providing high-level financial advice to individuals and businesses. The company's passion is to help people achieve their financial goals and provide them with the peace of mind that comes from having a solid financial plan.

At KCS Wealth Advisory, LLC, the team of experienced professionals understands that every client has unique needs and goals. Therefore, they take a personalized approach to each client's situation and develop customized solutions tailored to their specific needs. Whether it's retirement planning, investment management, tax planning or estate planning - KCS Wealth Advisory has got you covered.

The company was founded by Kurt Cassidy Schumacher (Kurt), who has over 25 years of experience in the financial industry. Kurt is a Certified Financial Planner™ professional (CFP®) and holds several other designations such as Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary® (AIF®), Certified Divorce Financial Analyst™ (CDFA™) among others.

Kurt believes that education is key when it comes to making informed decisions about finances. Therefore, he takes time to educate his clients on various aspects of finance so they can make informed decisions about their money. He also believes in transparency and honesty when dealing with clients - something that sets KCS Wealth Advisory apart from other firms.

One thing that makes KCS Wealth Advisory unique is its commitment to using technology to enhance its services. The firm uses state-of-the-art software tools such as eMoney Advisor®, Riskalyze®, Morningstar OfficeSM among others which enable clients to access their accounts online 24/7 from anywhere in the world.

Another thing that sets KCS Wealth Advisory apart from other firms is its focus on socially responsible investing (SRI). SRI involves investing in companies that have a positive impact on society and the environment. KCS Wealth Advisory believes that investing in socially responsible companies not only benefits the planet but also generates good returns for investors.

KCS Wealth Advisory offers a wide range of services to its clients, including:

1. Retirement Planning: The firm helps clients plan for their retirement by developing customized retirement plans tailored to their specific needs.

2. Investment Management: KCS Wealth Advisory provides investment management services designed to help clients achieve their financial goals while minimizing risk.

3. Tax Planning: The firm helps clients minimize their tax liability by developing tax-efficient strategies tailored to their specific situation.

4. Estate Planning: KCS Wealth Advisory assists clients in creating estate plans that ensure their assets are distributed according to their wishes after they pass away.

5. Socially Responsible Investing (SRI): The firm offers SRI services designed to help clients invest in companies that have a positive impact on society and the environment while generating good returns.

In conclusion, KCS Wealth Advisory, LLC is a wealth management firm based in West Los Angeles that provides high-level financial advice to individuals and businesses. The company's personalized approach, commitment to education, transparency, use of technology and focus on socially responsible investing sets it apart from other firms in the industry. If you're looking for peace of mind when it comes to your finances - look no further than KCS Wealth Advisory!

Kcs wealth advisory, llc

Kcs wealth advisory, llc

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