BBB Accredited Business Profile

Kissinger Financial Services

Kissinger Financial Services

(410) 252-3400

Kissinger Financial Services

34 years in business
10155 York Rd Ste 105
Hunt Valley, MD 21030-3343
Additional Phone Numbers
  • (800) 653-3414
BBB File Opened: 02/18/1992
Business Started: 09/01/1982
Business Incorporated: 01/03/2006 in TX
Type of Entity
Corporation
Contact Information
  • Principal: Mr. William I. Kissinger, President/CPA-PFS, CFP
  • Mr. Richard A. Fletcher, V.P. Of Finance
Business Category
  • Financial Planning Consultants
  • Retirement Planning Service
  • Financial Services
  • Accountants - Certified Public
  • Estate Planning & Management
  • Portfolios
  • Business Plan Preparation

Products & Services
This company provides financial planning services for individuals and corporations such as retirement planning, estate planning, portfolio management and business planning.
Alternate Business Names
  • Kissinger Advisory, Inc.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 3384 for this business, issued by Dept. of Labor, Licensing & Regulation (dllr). The expiration date of this license is 10/14/2017 12:00:00 AM.

    Dept. of Labor, Licensing & Regulation (dllr)
    500 N Calvert St Ste 401, Baltimore, MD 21202
    http://www.dllr.state.md.us/license
    Phone Number:  (410) 2306001
    Fax Number:   ()
    pio@dllr.state.md.us.

  • BBB records show a license number of 1057368 for this business, issued by FINRA- Financial Industry Regulatory Authority. The expiration date of this license is .

    FINRA- Financial Industry Regulatory Authority
    1735 K St NW, Washington, DC 20006-1506
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

  • BBB records show a license number of 32937 for this business, issued by Maryland Insurance Administration. The expiration date of this license is 6/30/2017 12:00:00 AM.

    Maryland Insurance Administration
    525 St Paul St, Baltimore, MD 21202-2213
    http://www.mdinsurance.state.md.us
    Phone Number:  (410) 4682000
    Fax Number:   (410) 4682020
    miaweb@mdinsurance.state.md.us

Number of Employees: 
18

Kissinger Financial Services

Kissinger Financial Services

BBB ACCREDITED SINCE 02/12/1992

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