Total Wealth Transfer

HistoryKAF was born from accountants but that is not the whole story. It is also made of expert advisors, keen strategists, helpful teachers, caring colleagues and, ultimately, FRIENDS. KAF has pushed aside the stereotype of the boring number-cruncher. Here, the focus is on people - our staff and partners, and above all our clients. What are their dreams? What are their goals? What inspires them? What drives them? It's all about how we communicate, how we support one another, and how the sum of the parts is always more than the whole. It's being open, creative, honest, and attracting positive energy. This is the essence of the KAF brand. It's these relationships and how we all work with each other to create greatness together. Industries served: Closely Held Businesses, Construction, Manufacturing & Distribution, Not-for-Profit, Professional Services, Real Estate Development, Retail, Restaurants, and Technology.SpecialtiesBusiness Valuations, Benefit Plan Audits, Accounting & Auditing, Tax Compliance & Consulting, Merger & Acquisition, Succession Planning, Divorce & Family Planning, Cost Segregation and R&D Studies, Financial Services, Crisis Management, Emerging Business, and International Tax.

Fidelity Investments, headquartered in Braintree, MA, is a leading financial services firm offering a wide range of investment options, including brokerage accounts, retirement accounts, and wealth management services. The company is dedicated to helping clients achieve their financial goals by providing tools and resources for self-directed investing as well as personalized guidance from skilled advisors. Recognized for its commitment to affordability and customer service, Fidelity charges no fees or minimums for opening retail brokerage accounts. The firm also emphasizes secure and innovative solutions, catering to individuals looking to manage their investments, savings, and retirement planning effectively. Generated from the website

LPL Financial, situated in Braintree, MA, operates as an independent broker-dealer known for its diverse selection of investment products, advisory services, and holistic wealth management solutions. Collaborating mainly with financial advisors, institutions, and registered investment advisors (RIAs), they equip these professionals with the essential resources and technological tools required to offer tailored financial advice. By providing assistance in compliance oversight, practice management, and cutting-edge technology services, LPL Financial is dedicated to enabling advisors to engage effectively with their clients. At the core of their mission is a commitment to enhancing the efficiency, precision, and autonomy of financial advisors operating in the intricate landscape of financial services. By focusing on bolstering advisors' capabilities, LPL Financial plays a pivotal role in supporting the success and growth of these professionals as they navigate the complexities of the industry, ultimately fostering a more robust and client-centered approach to financial guidance. Generated using this brand's available information