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BKA Financial, A Simplicity Company Employee Directory

InsuranceNew Jersey, United States11-50 Employees

BKA Financial operates in the insurance sector, offering customized planning in estate planning, wealth preservation, business succession, and charitable planning. It collaborates with financial advisors, their clients, CPAs, and attorneys to develop tailored solutions. The firm targets clients seeking integrated, long-term planning and supports these efforts with a mid-sized team and a national footprint.

The company is based in Summit, New Jersey. In April 2025, Simplicity Group Holdings announced the acquisition of BKA Financial, placing it within Simplicity's distribution network.

Find BKA Financial, A Simplicity Company employees' phone numbers or email addresses

BKA Financial, A Simplicity Company Global Highlights

Location
Employees

North America
51

Minus sign iconPlus sign icon
  • United States Of America
    51

BKA Financial, A Simplicity Company's Leadership

  • Stylized image of a person
    T. L.
    President & Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. M.
    Lead Case Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Associate Case Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. R.
    Case Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Permanent Life Insurance Case Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Insurance Planning Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. J.
    Insurance Planning Specialist
    Phone icon
    Mobile Phone

BKA Financial, A Simplicity Company Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Information Technology
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from BKA Financial, A Simplicity Company

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. L.
    President & Managing Partner
    Phone icon
    Mobile Phone
    Jun 06, 2026
  • Stylized image of a person
    C. B.
    Managing Partner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    B. M.
    Lead Case Manager
    Phone icon
    Mobile Phone
    Apr 16, 2026
  • Stylized image of a person
    C. C.
    Associate Case Manager
    Phone icon
    Mobile Phone
    Mar 24, 2026
  • Stylized image of a person
    K. R.
    Case Manager
    Phone icon
    Mobile Phone
    May 28, 2026
  • Stylized image of a person
    M. B.
    Permanent Life Insurance Case Manager
    Phone icon
    Mobile Phone
    Jun 02, 2026
  • Stylized image of a person
    M. M.
    Insurance Planning Specialist
    Phone icon
    Mobile Phone
    Aug 06, 2024
  • Stylized image of a person
    P. J.
    Insurance Planning Specialist
    Phone icon
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is BKA Financial, A Simplicity Company known for?

Minus sign iconPlus sign iconBKA Financial, A Simplicity Company operates in the Insurance industry; you can contact the main corporate office by phone at
+1-607-735-****
. Explore BKA Financial, A Simplicity Company's company overview page for more information.

What is BKA Financial, A Simplicity Company's most common email format?

Minus sign iconPlus sign iconBKA Financial, A Simplicity Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BKA Financial, A Simplicity Company email formats with LeadIQ.

How many employees does BKA Financial, A Simplicity Company have currently?

Minus sign iconPlus sign iconBKA Financial, A Simplicity Company has approximately 42 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are BKA Financial, A Simplicity Company's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, BKA Financial, A Simplicity Company's key employees include:

  • President & Managing Partner: T. L.
  • Managing Partner: C. B.
  • Lead Case Manager: B. M.
  • Associate Case Manager: C. C.
  • Case Manager: K. R.

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