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.
Join Our Exclusive Webinar on Personal Security with Cybersecurity Expert Gary Rossi
We are thrilled to announce an upcoming webinar that promises to be both insightful and invaluable for individuals, families, and businesses alike. Kimelman & Baird proudly presents a webinar on ‘Personal Security from All Angles’ featuring esteemed guest speaker Gary Rossi, Head of the Personal Security Insights Program at Fidelity Investments.
Above and Beyond
Ready to consolidate your scattered assets? Let us help.
From a financial planning perspective, it sometimes makes sense for certain individuals within certain asset classes to diversify their asset management.