For Joyce Chan, It’s All About the Details
Nearly 20 years in, Joyce still thinks K&B is pretty cool. “We’re a boutique firm, so I have contact with everyone,”
How Nicole Wilson Grew into Her Role as Client Relationship Manager
I’m really excited to build out the team and think of new ways to be supportive to our clients.
What Multigenerational Planning Means to Us
Our FinLife process allows us to get to know our clients on a deeper level, and we always discuss legacy from our very first conversations.
Enhancing Personal Security in Today's Digital Age: Insights from Kimelman & Baird's Webinar
K&B 2024 Year in Review
Looking ahead to 2024, we approach the year with cautious optimism. Our commitment to our clients financial well-being remains steadfast, and we are dedicated to helping you achieve your investment goals.