Kb Financial

  • Financial Services
  • Princeton NJ
  • 32 employees
  • Financial Services
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Company Overview

Headquarters
300 Carnegie Center Suite 240, Princeton NJ
Website
kbfinancialcompanies.com
Phone
(609) 924-7250
Employees
32
Founded in
1983
Industry
Financial Services
NAICS Code
NAICS Code 52393 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$8B

Total Funding Amount

$350,000M

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Who is Kb Financial

KB Financial Companies is a privately held company based in Princeton, New Jersey. With 32 employees, the company generates $7.6 million in annual revenue. KB Financial Companies provides a range of financial services, including financial, tax, and estate planning, insurance solutions, investment banking, wealth management, and family enterprise management. They cater to high net worth families, entrepreneurs, and key stakeholders. The company distinguishes itself through its team of experienced professionals, many with over 25 years of experience. This extensive experience, combined with their integrated approach, allows them to provide significant value to their clients. KB Financial Companies also emphasizes personalized service, recognizing that each individual or family has unique objectives, dreams, and dynamics. KB Financial Companies can be reached through their website, kbfinancialcompanies.com.

Company Leadership

Katri Balfanz

President

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Rhea Jacobs

Executive Assistant To Chief Executive Officer

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Mark Massad

Co-Chief Executive Officer

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Centerpoint Services

Owner

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Kelvin Blue

CEO

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Kb Financial Tech Stack

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FAQ

What is the location of Kb Financial's headquarters?
The headquarters of Kb Financial are situated at 300 Carnegie Center Suite 240, Princeton NJ
What is Kb Financial's phone number?
Kb Financial's contact number is (609) 924-7250.
What is Kb Financial's official website?
The official website of Kb Financial can be found at kbfinancialcompanies.com.
What is Kb Financial's current revenue?
As of May 2021, Kb Financial's annual revenue reached $8B.
How many employees does Kb Financial currently have?
Kb Financial employs approximately 32+ people as of May 2021
Which industries is Kb Financial primarily operating in?
Kb Financial operates in the following industries: Finance, Credit
Who is the President of Kb Financial?
Kb Financial's President is Katri Balfanz
What is Kb Financial's total funding to date?
Kb Financial has secured $350,000M as of May 2021
When was Kb Financial founded?
Kb Financial was founded in 1983.

Employee Directory

Key Employees

James Kaplan

Co-Chief Executive Officer

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Frank Piscitelli

Director - Client Services and Operations

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William Damora

Principal

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Steven Zeiger

Managing Director

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