Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM & KFS are not affiliated with MAS.

Individuals leaving reviews on this site may/may not be clients of CAWM and may/may not be compensated for sharing opinions & experiences with our firm. Any compensation creates a conflict of interest & an individual's comments may not be representative of another person's experience with the firm.

Opening Times

Mon

08:30AM - 04:30PM

Tue

08:30AM - 04:30PM

Wed

08:30AM - 04:30PM

Thu

08:30AM - 04:30PM

Fri

08:30AM - 04:30PM

Email Addresses

info@ca-wm.com

Services:
retirement planning, investment strategy, college savings plans, risk management and asset protection, insurance planning, annuity advisory, financial coaching and education, investment portfolio review, comprehensive financial planning, estate and trust planning, tax planning

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Disclaimer

Opinions expressed within reviews are those of the individual author and are not the views or opinions of Lowi Ltd, My Local Services or any of its employees.

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