NetworkยทFamily Office

K2 Financial INC.

Unclaimed

๐Ÿ“ GLENDORA, CA

Family Officefinancial services
k2financialpartners.com โ†—

SEC CRD #801-120939

About

K2 Financial Partners | Wealth Management (626) 553-6113 AT K2 FINANCIAL PARTNERS, WE CAN HELP YOU TAKE A STEP BACK AND LOOK AT THE BIG PICTURE. As your financial partners, our advisors can help you lay out a plan for the journey ahead, and help you make any adjustments needed along the way. Our attentive and accessible advisors look forward to working with you. MEET THE TEAM WEALTH MANAGEMENT Our wealth management services will provide you with comprehensive planning and implementation of strategies for retirement, family, inheritance, insurance, estate, charitable giving, and tax planning. LEARN MORE INVESTMENT MANAGEMENT Our professional asset managers serve a diverse range of clients who trust us to help them save, protect and grow their capital to help meet their financial goals. LEARN MORE EMPLOYEE BENEFITS Your employees are your most important asset. Our professionals have decades of experience in crafting and maintaining employee retirement plans and are well versed in the nuances of each plan. LEARN MORE GET STARTED ON PLANNING FOR YOUR FUTURE. GET STARTED WITH AN ADVISOR TODAY ATTENTIVE, UN-BIASED ADVICE As independent financial advisors, we have the freedom to run our business how we believe it will best serve our clients. We choose to be an independent company so our advisors can focus on you, your investments and your needs. Let s talk about the options that work best for you and your goals. OUR SOLUTIONS " /> LOCAL, DEPENDABLE PROFESSIONALS We strive to provide

Key Contact

TB

TRAVIS BETTFREUND

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (626) 553-6113

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Geographic Focus

caunited states
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AUM

$192M

Check Size

$4.0Bโ€“$4.0B

Location

GLENDORA, CA

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