Jeffrey R. Kass,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey R. Kass, CFP®

EA

Investment & Tax Strategies LLC

PO Box 5265
Brookfield, CT 06804

General

Jeffrey Kass is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Investment & Tax Strategies LLC in Brookfield, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Helpful Financial Planning Resources