Kellman Barnes Financial Planning
Financial Services • 
Schenectady, New York, United States • 1-10 Employees
Company overview
| Headquarters | 1473 Erie Blvd Ste 202, Schenectady, New York 12305, US |
| Phone number | +15183725500 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1977 |
| Employees | 1-10 |
| Socials |
Key Contact at Kellman Barnes Financial Planning
Travis Kellman
President/CERTIFIED FINANCIAL PLANNER™ professional
About Kellman Barnes Financial Planning
Kellman Barnes Financial Planning has been helping individuals and families confidently plan to achieve their financial goals for almost 50 years. We have a comprehensive financial planning process using cutting edge technology and strategies presented in an easy-to-understand way that allows our clients to confidently implement recommendations. We use evidence-based investing strategies managed by fiduciary advisors in our client's best interest. We have a proactive-high touch client service model designed to give our clients the highest probability of achieving their financial goals. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
Kellman Barnes Financial Planning revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Kellman Barnes Financial Planning has never raised funding before.
United Kingdom
Frequently asked questions
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