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Business Spotlight: Kaufman Financial Services celebrates 40th anniversary

July 17,2017 08:16

Business Spotlight highlights company anniversaries beginning with the 10th anniversary and in five-year increments after that. To submit a Business Spotlight, go to readingeagle.com and click on Business Spotlight under the Money tab. All information ...



Reading Eagle: Tim Leedy | Kaufman Financial Services employees, from left, are Keith Kaufman, Richard A. Kaufman, Cheryl Ramberger, Doug Kaufman and Chris Kaufman.

Monday July 17, 2017 12:01 AM

Founder: Richard A. Kaufman.
Founded: 1977.Location: Shillington.Company's principal leader: Richard A. Kaufman, president. Member of Ed Slott's Master Elite IRA Advisor Group.Services: Financial planning, investment planning, estate planning, retirement planning, 401(k) plans, income tax preparation, IRA/Roth IRA, education savings plans, life insurance, long-term care insurance and Medicare insurance.Number of employees: 5.Mission: Providing superior client and financial services with family values.Key to company's success: Great client service.WebsitePhone: 610-775-1490.Quote: "Thank you to all of our friends and clients in Berks County for allowing us to be of service to you for more than 40 years."Business Spotlight highlights company anniversaries beginning with the 10th anniversary and in five-year increments after that. To submit a Business Spotlight, go to readingeagle.com and click on Business Spotlight under the Money tab. All information in the story was submitted by the company.

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