Kalish Financial Svc

Kalish Financial Svc

  • 921 Tyson Ave
  • Philadelphia, Pennsylvania
  • 19111
  • Phone: (215) 742-2500
  • Fax: (215) 742-2505
  • Website

Description

Today I have approximately 100 businesses as accounts and actively manage their employee benefit plans and Retirement Plans, such as Pension Plans, Profit Sharing and 401K plans. I also provide personal financial planing and investments to individuals and offer a full range of Exective and Business Life Insurance planning. I specialize in company partnership buy -sell plans and Estate Planning working with various Tax and Estate Planning attorneys.

My staff consists of Renella Generale (Rene) as my Account Manager, Sally Heller, my Account Representative, my mother, Eleanor W. Kalish, who is a retired school teacher and administrator. She is the Company`s Treasurer. I am married to the former Sandra Einbinder and we have six children and fourteen (yes, thats correct! 14!) grandchildren.

Fact sheet

Number of employees
1-4

Company contacts

  • Alan M Kalish
  • Owner

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