Kestler Financial Group embraces innovative thinking and industry advancements that can help our agents thrive.
Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Imagine having a tool to help you identify the ideal candidate for any position you are trying to fill. We can show you how they are “hard wired” and help predict their potential for success at any position. Try the PI yourselfright now.
MoneyGuidePro is dedicated to helping advisors use financial planning to more effectively motivate each client to create, implement, and maintain an investment strategy that best meets their lifetime financial goals.
Laser App utilizes client data to assist in filling out broker/dealer required forms. Data can be pulled directly from a contact management system, database, or from within Laser App’s own database.
An extensive online marketing library containing thousands of high-impact professionally pre-written marketing messages and new technology that integrates seamlessly with compliance offices for pre-review of content.
Financial Profiles, Inc. develops fully integrated financial planning software that enables financial planners to increase sales, to provide trusted financial advice, and ensure compliance.
1602 Village Market Blvd SE #430, Leesburg, VA 20175800.699.0299 | info@KestlerFinancial.com