Statements (61)
Predicate | Object |
---|---|
gptkbp:instance_of |
gptkb:Investment_Management
|
gptkbp:conducts |
Financial Workshops
|
gptkbp:focuses_on |
Client Education
|
gptkbp:founded_in |
gptkb:2005
|
gptkbp:has |
Financial Analysts
Investment Portfolios Financial Education Resources Client Testimonials Market Analysis Tools Investment Advisors Certified Financial Planners Client Satisfaction Surveys Diverse Investment Options Investment Policy Statements Retirement Income Strategies Client Onboarding Process Client Retention Strategies Client Referral Program Annual Financial Reviews Online Financial Tools Client Communication Channels |
https://www.w3.org/2000/01/rdf-schema#label |
JKL Financial Advisors
|
gptkbp:is_a_member_of |
gptkb:Financial_Planning_Association
|
gptkbp:is_committed_to |
Ethical Practices
|
gptkbp:is_featured_in |
Financial Publications
|
gptkbp:is_involved_in |
gptkb:Community_Outreach_Programs
Networking Events Philanthropic Initiatives |
gptkbp:is_known_for |
Personalized Financial Strategies
Transparent Fee Structure Holistic Financial Planning Proactive Financial Management |
gptkbp:is_located_in |
gptkb:New_York_City
|
gptkbp:is_recognized_by |
Industry Awards
|
gptkbp:is_regulated_by |
gptkb:Securities_and_Exchange_Commission
|
gptkbp:offers |
gptkb:Risk_Management
gptkb:Wealth_Management gptkb:Accounting_Software Financial Literacy Programs College Savings Plans Socially Responsible Investing Investment Research Reports Financial Planning Workshops Debt Management Services |
gptkbp:partnership |
Local Businesses
|
gptkbp:provides |
gptkb:Risk_Management
gptkb:Insurance_Company Estate Planning Investment Education Retirement Planning Business Succession Planning Market Insights Cash Flow Management Tax Planning Services Investment Management Services Financial Goal Setting |
gptkbp:serves |
gptkb:Individuals
Businesses |
gptkbp:utilizes |
gptkb:Accounting_Software
|
gptkbp:bfsParent |
gptkb:Ceres_Group
|
gptkbp:bfsLayer |
6
|