Kirkby, Phelan & Associates Email Formats
Accounting • 
Bloomingdale, Illinois, United States • 11-20 Employees
Kirkby, Phelan & Associates Email Formats
Kirkby, Phelan & Associates uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@kirkby.com), used 88.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@kirkby.com | 88.9% |
{first name}{last name} | johndoe@kirkby.com | 11.1% |
Key Contact at Kirkby, Phelan & Associates
David Kirkby
President, LPL Financial Advisor
Company overview
| Headquarters | 170 S. Bloomingdale Road, Suite 100, Bloomingdale, IL 60108, US |
| Phone number | +16303395700 |
| Website | |
| NAICS | 5412 |
| SIC | 872 |
| Keywords | Succession Planning, Pension Plans, Retirement Planning, Payroll Tax Filing, Portfolio Management, Financial Planning, Financial Statement Preparation, Investment Management, Tax Management Services, Profit Sharing Plans, Sales Tax Filing, College Savings Plan, 401(K) Plan, Certified Divorce Financial Planning, Estate And Trust Tax Planning And Preparation, 403(B) Plan, Business Tax Planning And Return Preparation, Individual Tax Planning And Return Preparation |
| Founded | 1970 |
| Employees | 11-20 |
| Socials |
About Kirkby, Phelan & Associates
Kirkby, Phelan & Associates offers strategic accounting and investment management services for individuals and small businesses. As an independent firm, we understand the importance of a trusted relationship with your financial advisor. Our clients enjoy access to an experienced and knowledgeable team that places a premium on listening carefully, responding quickly and planning effectively in order to minimize tax impact and chart their secure future. Our services include: • Individual tax planning • Corporate tax planning • Retirement Planning • Roth IRA • College Savings Plans • Life Insurance • Long-Term Care Insurance • Portfolio Management • 401(K) and 403(B) Plans • Other non-traditional retirement plans • Succession Planning Since 1970, KPA has taken pride in understanding our clients’ needs and providing them with superior service and financial guidance. Our registered representatives' relationship with LPL Financial, the largest independent broker/dealer in the United States*, means our clients have access to world class financial tools while enjoying the benefits of working with a boutique firm. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member www.sipc.org. Investment products and services available only to residents of AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, NC, NV, NY, OH, OK, OR, TX, WA, WI. *As reported by Financial Planning Magazine, June 1996-2010 based on total revenue.
Employees by Management Level
Total employees: 11-20
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Employees
Employees by Department
Kirkby, Phelan & Associates has 8 employees across 2 departments.
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Number of employees
Funding Data
Kirkby, Phelan & Associates has never raised funding before.
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