KSP Financial Consultants | 63 followers on LinkedIn. KSP Financial Consultants was founded in 1993 by Jeff Karelis and Matt Sliwa as Karelis, Sliwa & Associates, with a mission statement that has not changed to this day—to help clients reach their financial goals through a long-term financial planning relationship focusing on trust, creativity, objectivity, and value-added service. The firm specialized in the growing financial needs and protection considerations of successful professionals, pre-retirees, and retirees. All of our financial consultants have a specialty and work as a team, ensuring a comprehensive approach to each client.
View Top Employees from KSP Financial ConsultantsWebsite | http://www.kspfinancial.com |
Revenue | $4 million |
Employees | 16 (16 on RocketReach) |
Founded | 1993 |
Address | 880 Winter St Ste 310, Waltham, Massachusetts 02451, US |
Phone | (781) 890-6460 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Hastie Financial Group, LLC, Moscaret Investment Advisory, Sunrise Wealth Partners, LLC, WealthSpring, retirement advisory services corp |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular KSP Financial Consultants employee's phone or email?
The KSP Financial Consultants annual revenue was $4 million in 2023.
Matthew Sliwa is the Partner of KSP Financial Consultants.
16 people are employed at KSP Financial Consultants.
KSP Financial Consultants is based in Waltham, Massachusetts.
The NAICS codes for KSP Financial Consultants are [52, 5239, 523, 52393].
The SIC codes for KSP Financial Consultants are [62, 628].