Kessler Financial Services

Overview

Kessler Financial Services is structured as a sole proprietorship with an individual owner and operates at the intersection of brokerage, real estate, and financial planning. The firm acts as a registered representative of a broker‑dealer and is also licensed as a real estate broker; its advisory activity is listed as financial planning services. Its client billing mix leans on hourly charges and commissions rather than an asset‑based advisory fee. The firm is classified as unclassified in the snapshot data, is not flagged as a capital allocator, and is not an active ESG investor or multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices