Kimelman & Baird

Nicole Wilson, Client Relationship Manager, thrived as she began speaking with clients on the phone, handling transfers, taking care of paperwork, and getting to know clients better. Please read our article to learn more – https://kimelmanbaird.com/insights/how-nicole-wilson-grew-into-her-role-as-client-relationship-manager

Nicole Wilson, Client Relationship Manager, started as a temporary administrative assistant at K&B. Very quickly, Nicole and the K&B team realized they’d found something special together. Nicole saw an opportunity to grow personally and professionally, and K&B valued her patience, attention to detail, and customer service background. Please read our article to learn more – https://kimelmanbaird.com/insights/how-nicole-wilson-grew-into-her-role-as-client-relationship-manager

KImelman & Baird wish you a glorious Fourth of July. Please celebrate safely and enjoy the holiday. https://kimelmanbaird.com

At K&B, we know multigenerational planning is important and potentially difficult at the same time. Our goal is to serve as our clients' planning team, smoothing and streamlining the process. We're prepared to facilitate honest conversations that help our clients plan financial futures for their families. Please read our article to learn more – https://kimelmanbaird.com/insights/what-multigenerational-planning-means-to-us.

Gain insight into the financial ramifications of the upcoming election results for each political party. We will explore various scenarios and their potential impact on sectors such as taxation, healthcare, infrastructure, and more.

We'll examine the economic policies proposed by each party, assess their feasibility, and discuss how they could shape the financial landscape moving forward.

Register for a complimentary webinar. https://kimelmanbaird.com/election-year-economics-2024?utm=electioneconomicsMay24organicsocial

Gain insight into the financial ramifications of the upcoming election results for each political party. With the political landscape in flux, understanding how different outcomes may affect the economy and financial markets is crucial for investors, businesses, and individuals alike.

Attend a complimentary webinar on Election Year Economics: Navigating the Financial Implications by presented by CFA, Vice President, Capital Markets Strategy at Fidelity Investments, Branford Pineault.

Collaborating with your team of professionals, including accountants and attorneys, is essential for planning our clients’ financial legacy. We can help facilitate conversations among them to promote a successful transition of their wealth and legacy. Please read our article to learn more - https://kimelmanbaird.com/insights/what-multigenerational-planning-means-to-us.

We aim to help you understand the legacy you envision for your future by facilitating conversations about your lifestyle, investments, and charitable contributions. Please read our article to learn more – https://kimelmanbaird.com/insights/what-multigenerational-planning-means-to-us.

At K&B, understanding our clients' goals and interests is key for multigenerational planning. We use our FinLife process to deepen our knowledge of our clients and always discuss legacy from the start. Please read our article to learn more – https://kimelmanbaird.com/insights/what-multigenerational-planning-means-to-us.

We help facilitate honest conversations about clients’ finances, including the next generation when applicable. Our role can help everyone get aligned with ease and efficiency. Please read our article to learn more – https://kimelmanbaird.com/insights/what-multigenerational-planning-means-to-us.

Protecting personal data is crucial in the digital age, as our sensitive information is readily available online. Keeping your computer secure from identity theft, fraud, and cyber-attacks is more important than ever. Please read our article to learn more – https://kimelmanbaird.com/insights/enhancing-personal-security-in-todays-digital-age-insights-from-kimelman-and-bairds-webinar.

Gain insight into the financial ramifications of the upcoming election results for each political party. With the political landscape in flux, understanding how different outcomes may affect the economy and financial markets is crucial for investors, businesses, and individuals alike.

Attend a complimentary webinar on Election Year Economics: Navigating the Financial Implications by presented by CFA, Vice President, Capital Markets Strategy at Fidelity Investments, Branford Pineault. https://kimelmanbaird.com/election-year-economics-2024?utm=electioneconomicsMay24organicsocial

Money discussions can be tough, especially when family is involved. We're here to help our clients with important decisions about their assets, like who to choose as a trusted contact and beneficiary. Please read our article to learn more – https://kimelmanbaird.com/insights/what-multigenerational-planning-means-to-us.

Beware! Cybercriminals try to trick you into giving them your login credentials to financial accounts, your email, & your mobile phone to move money from your accounts to accounts they control. Identity thieves are formidable adversaries. Please read our article to learn more – https://kimelmanbaird.com/insights/enhancing-personal-security-in-todays-digital-age-insights-from-kimelman-and-bairds-webinar.

In today's world, we must protect our personal lives online from cybercriminals and identity thieves. Luckily, adopting a comprehensive personal security strategy isn’t complicated. Please read our article to learn more – https://kimelmanbaird.com/insights/enhancing-personal-security-in-todays-digital-age-insights-from-kimelman-and-bairds-webinar.

Save the Date: Our next webinar will be on June 18 at 12pm ET. Our guest will be Bradford Pineault, CFA, Vice President, Capital Markets Strategy at Fidelity Investments. Stay tuned for more information to follow. https://kimelmanbaird.com/

We locate our personal & business financial data on many digital platforms, so safeguarding your sensitive information is important to protect it against malicious activities such as identity theft, fraud, and cyber-attacks. Please read our article to learn more – https://kimelmanbaird.com/insights/enhancing-personal-security-in-todays-digital-age-insights-from-kimelman-and-bairds-webinar.

We are connected everywhere digitally in our present-day world. It is of utmost importance to protect your data with personal security strategies. To protect your email accounts, start with a strong and unique password and access security options available to you. Please read our article to learn more – https://kimelmanbaird.com/insights/enhancing-personal-security-in-todays-digital-age-insights-from-kimelman-and-bairds-webinar.

In today's interconnected digital world, protecting personal security is more important than ever. To safeguard your financial accounts, employ extra layers of protection. Please read our article to learn more – https://kimelmanbaird.com/insights/enhancing-personal-security-in-todays-digital-age-insights-from-kimelman-and-bairds-webinar
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Making financial decisions can be overwhelming and confusing. But you don't have to go through it alone. Our team is here to help you navigate your finances and make informed decisions that align with your goals. From assessing your financial situation to providing advice, we're with you every step of the way. Please read our article to learn more - https://kimelmanbaird.com/insights/above-and-beyond

Your financial future has a partner in Kimelman & Baird. We’ll guide you through a financial strategy that will help you envision your life’s goals. We're proud to count multiple generations within single families as our clients, and we work to build positive relationships that resonate across the generations. Please read our article to learn more - https://kimelmanbaird.com/insights/above-and-beyond

We take pride in serving multiple generations of families as our clients. We understand that you have many options for managing your finances, and we remain committed to working with our valued clients and their families in 2024 and beyond. Please read our article to learn more - https://kimelmanbaird.com/insights/above-and-beyond

Managing finances and helping people utilize their money to support their loved ones and the causes they care about are the most frequently recurring themes raised by our clients. If you have similar questions, let's have a conversation! Read our article to learn more - https://kimelmanbaird.com/insights/above-and-beyond

Wealth that spans generations comes with a unique set of considerations. We’re here to help the entire family achieve a level of financial literacy that benefits both current and future generations. We are ready, are you? Please read our article to learn more - https://kimelmanbaird.com/insights/above-and-beyond

The need to safeguard yourself against personal security threats has never been more crucial. TODAY, Gary Rossi, a leading cybersecurity expert and former FBI Special Agent, will lead an informative virtual session that covers a wide range of topics including Cyber Fraud Prevention, Digital Footprint Management, Protecting Elders, Travel Security Essentials, and more. Hosted by Kimelman & Baird.
REGISTER HERE for the complimentary webinar on 📅 Date: Tuesday, March 12 🕛 Time: 12:00 PM ET –- https://kimelmanbaird.com/cybersecurity-webinar?utm=cyberwebinarMar24OrganicSocial.

Are you concerned about making financial decisions on your own? Our team specializes in assisting clients by helping them understand their investment options. From reviewing your finances to providing advice, we're here to guide you every step of the way. Please read our article to learn more - https://kimelmanbaird.com/insights/above-and-beyond

Discover what you need to do to protect yourself from Cyber-Fraud in a wide-ranging, insightful webinar hosted by Kimelman & Baird and presented by former FBI Agent and current head of Cyber Fraud & Personal Security Insights at Fidelity Investments, Gary Rossi. REGISTER HERE for the complimentary webinar on March 12th.
https://kimelmanbaird.com/cybersecurity-webinar?utm=cyberwebinarMar24OrganicSocial

Discover what you need to do to protect yourself from Cyber-Fraud in a wide-ranging, insightful webinar hosted by Kimelman & Baird and presented by former FBI Agent and current head of Cyber Fraud & Personal Security Insights at Fidelity Investments, Gary Rossi. REGISTER HERE for the complimentary webinar on March 12th.
https://kimelmanbaird.com/cybersecurity-webinar?utm=cyberwebinarMar24OrganicSocial