Mark T.
7/31/2013
After talking with a few friends, I was recommended to EBNY as I had some questions about starting to save for retirement (the earlier the better, right?). Before speaking to my friends, I called...
Kevin Kautzmann, CFP - EBNY Financial LLC
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45 N Broad St Ste 502
Ridgewood, NJ 07450
EBNY Financial LLC is a leading independent financial planning firm and all-lines insurance brokerage based in New York, NY. As a family-owned company, they offer a comprehensive range of services tailored to the unique needs of both businesses and individuals, including sound financial advice and top-quality insurance solutions.
With a commitment to creating and preserving wealth, EBNY acts as fiduciaries for their clients, providing comprehensive investment advice. They also specialize in helping clients cut costs and streamline their benefits process through their insurance brokerage services. With a focus on customer satisfaction and staying up-to-date with industry regulations, EBNY prides itself on delivering personalized solutions and exceeding client expectations.
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Reviews
5.04 reviewsDonna T.
10/14/2021
I have worked with Kevin Kautzmann for a couple of years. He has been extremely helpful to us in setting up our 401K and pension plan. Kevin is very professional, knowledgeable, helpful,...
Zack K.
6/20/2012
Was referred to Kevin Kautzmann, CFP through business with his firm, EBNY Insurance Services. Kevin helped my father set up 401(k) plans for his small business. In addition, Kevin assisted my...
Adam C.
9/3/2013
Kevin has been a pleasure to work with so far and I fully expect I'll be working with him for a long time. From our first meeting he was clearly most concerned with understanding my family's...
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