Paul B. Kieffer,  CFP<sup>&reg;</sup> - Financial Advisor

Paul B. Kieffer, CFP®

CPA/PFS,CLU,CAP

Key Private Bank

225 SHADY GROVE DRIVE
EAST AMHERST, NY 14051
(716) 525-7216

General

Paul Kieffer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Key Private Bank in EAST AMHERST, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Personal Financial Specialist (PFS)
  • Certified Retirement Counselor® (CRC®)
  • Other - CGMA, CASL, CAP

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Banking, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Startup, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

More

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