Ebny Financial

Our Story

At EBNY Financial Services, we are a family-owned and operated independent financial planning firm and all-lines insurance brokerage dedicated to providing our clients with an unmatched level of service and communication. Since our inception in 1998, we have been committed to crafting the best strategies to accommodate each client's unique needs and goals. Our mission is to provide a one-stop-shop for both businesses and individuals looking for financial direction and insurance advice.

Our Services

Our team of experts is dedicated to providing sound and objective financial services and insurance coverage for New York. Each of our services is custom-designed and tailored specifically to address the unique needs of our clients, no matter their size. Our financial services include comprehensive investment advice, wealth creation, and preservation, all while acting as fiduciaries for our clients. Our insurance brokerage services aim to bring top-quality insurance solutions to our clients, helping them cut costs and streamline their benefits process, all while increasing their benefits received. We pride ourselves on the quality of our customer service and are constantly looking to improve, regularly updating our clients on new regulations and plans that may better address their changing needs.

What Sets Us Apart

As an independent firm, we do not have to fulfill any quotas or minimums, providing our clients with the greatest level of satisfaction. Our team includes a Certified Financial Planner (CFP) and a Group Benefits Associate (GBA), bringing the convenience of addressing all financial and insurance needs under one roof, thus eliminating the need for multiple brokers. Our diverse team has individuals from every creed, race, and orientation, and we have been represented by individuals from every continent except Australia and Antarctica.

Meet Our Partners

Our team is led by Kevin Kautzmann, CFP, and Kyle J. Kautzmann, GBA. With their expertise and dedication, we are able to provide our clients with the highest level of service and advice. Our partners are committed to adding value to your business and helping you achieve your financial goals.

Begin Your Financial Journey with EBNY

At EBNY Financial Services, we are committed to helping you achieve your financial goals. Whether you are an individual or a business, we have the expertise and resources to provide you with the best financial and insurance solutions. Contact us today to learn more about how we can add value to your business.