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Kessler Planning Group
Kessler Planning Group helps clients get the right information at the right time to make the most informed financial decisions possible. The firm is part of...
Overview
Kessler Planning Group helps clients get the right information at the right time to make the most informed financial decisions possible. The firm is part of the mid-south community and coordinates with fellow professionals such as CPAs and estate attorneys. Its focus is on planning first, using a dynamic approach to assess risk, identify trends, and leverage resources to provide individualized financial strategies rather than cookie-cutter solutions.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Bolivar
Principals
David Kessler
Principal
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