Experienced Financial Services
When you’re looking for advice about making financial plans for the future, Kenneth J. Meszaros of KJM Wealth Management is here to help.
KJM Wealth Management can help Plan Your Financial Future
- 401 (k)s
- Pension / profit sharing plans
- Simplified Employee Pension plans (SEPs)
- Savings Incentive Match Plan for Employees (SIMPLE)
- Insurance needs analysis
- Business ownership succession plans
- 529 plans
- Coverdell Education IRAs
- Fixed and variable life insurance
- Disability insurance
- Long-term care insurance
- Fixed and variable annuities
- Mutual funds
- Fee-based asset management services
Securities offered through Cambridge Investments Research Inc., member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors Inc.
Accounting and tax services are offered solely through M&M Accounting & Tax Services, Ltd., which is not affiliated with Cambridge Investments Research Inc. or Cambridge Investment Research Advisors Inc., an SEC Registered Investment Adviser. Home offices are located at 1776 Pleasant Plain Road Fairfield, IA 52556-8757; Business Development: 877.688.2369 Reception: 800.777.6080.
This is not a solicitation for sale of securities in any jurisdiction.
The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.
Following are the states in which Kenneth J. Meszaros is licensed: CA, GA, FL, IL, IN, MI, OH, TN, WI.
Kenneth J. Meszaros is insurance licensed in IL and MI.