Kaspian Group, Inc. is a leading financial services firm dedicated to providing comprehensive solutions to physicians, dentists, successful professionals, and privately held business owners. Located at 50 Tice Blvd, Woodcliff Lake, New Jersey 07677, US, Kaspian Group, Inc. is committed to helping clients achieve their financial goals through personalized and strategic guidance.
At Kaspian Group, Inc., the approach begins with understanding each client's unique circumstances and priorities. By acting as a trusted advocate and fiduciary, Kaspian Group, Inc. utilizes academic research, scientific studies, and proven strategies to help clients make informed and confident decisions about their financial future. Kaspian Group, Inc. offers expertise in tax planning, business accounting, investments, wealth advisory, financial analysis, reporting, compliance, insurance, valuation, and strategic planning, among other areas.
With a focus on achieving life objectives efficiently, Kaspian Group, Inc. delivers tailored solutions in individual financial planning, business planning, succession planning, cash flow management, bank financing, estate planning, retirement plans, asset protection, college planning, and charitable planning. Kaspian Group, Inc. is dedicated to building lasting relationships and ensuring the financial well-being of its clients. We invite the management of Kaspian Group, Inc. to create a customized and exclusive company showcase and product listing on our platform.
Compare Kaspian Group, Inc with 3 companies in Financial-Services
| Comparison Field |
Kaspian Group, IncMain Company |
Thorley Wealth Manag...View Profile |
SGL FinancialView Profile |
RISE Wealth Manageme...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2012 | 2006 | |
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Company Size
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— | 2-10 | 11-50 | 2-10 |
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City
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Woodcliff Lake, New Jersey | Rochester, New York | Buffalo Grove, Illinois | Salt Lake City, Utah |
|
Country
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United States | United States | United States | |
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Skills & Keywords
Comparing with main company
|
22 Total Skills
Financial Services
Tax Planning
Wealth Management
Investment Advisory
Retirement Planning
Estate Planning
Business Accounting
Retirement Plans
Succession Planning
College Planning
Business Planning
Bank Financing
Financial Analysis
Wealth Advisory
Asset Protection
Individual Financial Planning
Retirement Distribution Planning
Reporting
Investments
Certified Public Accounting
Life Insurance
Cash Flow Management
|
8 Total
1 Common
7 Unique
Match
5%
Common Skills:
Wealth Management
Unique Skills:
Charitable Giving
Planning for Aging
Risk Management
Sustainable Investing
Whealth Care Planning
Women in Transition
+1
|
10 Total
10 Unique
Unique Skills:
Annuities
Diversification
Income Planning
Investment Planning
IRA & 401(k) Rollovers
Long Term Care
+4
|
9 Total
1 Common
8 Unique
Match
5%
Common Skills:
Wealth Management
Unique Skills:
401(k) Setup & Management
Financial Advisor
Financial Planning
High-Net-Worth-Individuals
Investment Management
Long-Term-Care Insurance
+2
|
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