Your Financial Success is our goal. When you work with Papa & Kaczor, you have a trusted advisor team with the knowledge, experience and integrity that will help create a course to your financial success. Working on a highly personal basis with each individual client, our objective is to develop a custom financial roadmap and investment portfolio that achieves the benchmarks and goals that you have set for yourself through all stages of life.
Our Investment Philosophy
Papa & Kaczor Financial Specialists stays true to our core investment strategy for their wealth management services utilizing a low cost fee based, investment management program that uses institutional asset class mutual funds to build broadly diversified portfolios customized to each client's personal financial goals, risk tolerance and investment time horizon.
* All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market.
Knowledge
We work to exceed your expectations by providing high personal planning and tax advice, not only investment advice.
