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Charles S. Kaufman & Associates
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Charles S. Kaufman & Associates

Charles S. Kaufman & Associates was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial confidence to provide financial independence.

We are experienced professionals with a "hands on" approach to financial guidance. Not only will you find us knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.

At Charles S. Kaufman & Associates, we provide assistance in the following areas:


   Common Stock
   Educational IRA
   Brokerage Accounts
   Mutual Funds
   Roth IRA
   Simple IRA
   Traditional IRA
   Variable Annuity

Financial Planning

   Retirement Planning
   Tax Plans
   401(k) Planning
   403(b) Planning
   College Plans
   Estate Plans
   Money Purchasing Plans
   Profit Sharing Plans


   Disability Income Insurance
   Life Insurance
   Long Term Care Insurance
   Fixed Annuities

Tax Planning

   Individual Tax Preparation and Planning
   Business Start Up and Corporate Taxes
   Small Business Accounting Services
   Income, Gift and Estate Tax Returns


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