One key to successful investing is to deal with a conscientious, qualified professional – part of a team that may also include your attorney and accountant – guiding your deployment of resources to address important financial goals.
Your advisor may represent financial products and services that do not involve KMS. When you do place business with KMS, you should receive timely acknowledgment of that transaction. Your check should be made payable to KMS Financial Services, Inc., or to the specific investment sponsor or custodian (a brokerage firm, mutual fund or insurance company).
We welcome your questions about our services and invite you to call us at (206) 441-2885 and ask to speak with a KMS principal executive officer.