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Kappan Financial, LLC Owner verified
150 Allens Creek Road Suite 250 Rochester, NY, 14618Last time updated: 8/24/26, 8:40 PM
About
Here at Kappan Financial, we help people understand their financial big picture and make wise decisions to grow and protect their income through every season of life. We believe that most people want to do the right things for the people they care about, they just need the right information, and we’ve been providing it for more than 15 years.
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Frequently Asked Questions
When was Kappan Financial, LLC founded?
Kappan Financial, LLC was founded in 2026.
Which days is Kappan Financial, LLC open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What languages does Kappan Financial, LLC specialize in?
English.
What are Kappan Financial, LLC main products?
Life Insurance Policies, Disability Insurance, Long-Term Care Insurance, Annuities (Fixed & Variable), Investment Accounts (Brokerage Accounts), Mutual Funds & ETFs, Retirement Accounts (IRAs, Roth IRAs), Employer-Sponsored Retirement Plans (401(k), SEP IRA, SIMPLE IRA), 529 College Savings Plans, Managed Asset Portfolios / Advisory Accounts.
What are Kappan Financial, LLC main services?
Comprehensive Financial Planning, Retirement Planning, Investment Management, Risk Management & Insurance Planning, Tax-Efficient Planning, Estate & Legacy Planning Coordination, Education Planning, Business Financial Planning, Cash Flow & Budget Planning, Ongoing Financial Coaching & Reviews.
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