Kal Financial

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200 Clock Tower Pl Ste A100
Carmel, CA 93923
+1 (831) 210-4034
https://local.ubs.com

Kal Financial, with its Bakersfield branch office, focuses on fostering lasting relationships by understanding the financial priorities and concerns of its clients. Their mission is to provide customized quality strategies and serve as a primary source of financial advice, emphasizing long-term relationships and exceptional client service.

Under the leadership of experienced professionals like Jaspreet Jesse Puri and Lisa Monica, Kal Financial combines industry expertise with a commitment to client satisfaction. Their team is dedicated to driving business growth while ensuring clients confidently pursue their life goals through comprehensive wealth management solutions.

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