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About

About This Business

Kimberly Kanagy provides financial advice, including asset management, retirement planning, and estate planning. The company assists clients with developing financial plans to meet their individual needs.

BBB Accredited Since: 5/31/2016

Years in Business: 18

Products and Services

Estate Planning, Financial Planning, Investment Planning, Retirement Planning

Business Details

BBB File Opened:
5/26/2016
Business Started:
8/1/2008
Date of New Ownership:
1/1/2015
Business Incorporated:
1/8/1974
Type of Entity:
Limited Liability Company (LLC)

Additional Contact Information

Principal Contacts
Mrs. Kimberly Kanagy, Financial Advisor
Customer Contacts
Mrs. Kimberly Kanagy, Financial Advisor
Fax numbers
Primary Fax: (803) 642-0150
Additional Email Addresses
Primary: Email this Business

Licensing information

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.

Additional Information

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