BKA Financial, A Simplicity Company Employee Directory

InsuranceNew York, United States11-50 Employees

BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service . At BKA Financial we provide customized planning expertise to our clients in the areas of estate planning, wealth preservation, business succession planning, and charitable planning. We work closely with Financial Advisors and their clients, CPAs, and attorneys.

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

BKA Financial, A Simplicity Company Global Highlights

North America
51

United States Of America
51

BKA Financial, A Simplicity Company's Leadership

J. B.
Chief Information Officer
Mobile Phone
Email
K. O.
Chief Financial Officer
Mobile Phone
Email
T. L.
President & Managing Partner
Mobile Phone
Email
E. W.
Associate Partner
Mobile Phone
Email
R. S.
Partner At Bka Private Wealth Consultants
Mobile Phone
Email
A. C.
Partner
Mobile Phone
Email
K. F.
Associate Internal Partner
Mobile Phone
Email
A. S.
Senior Internal Partner
Mobile Phone
Email

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

D. M.
Managing Partner
Mobile Phone
Email
Oct 20, 2025
J. B.
Executive Vice President- Insurance
Mobile Phone
Email
United StatesTexas
Jul 01, 2025
J. D.
Executive Director, National Leadership Team
Mobile Phone
Email
United StatesMassachusetts
Sep 04, 2025
K. C.
Executive Director & National Sales Manager, Bka Leadership Team
Mobile Phone
Email
United States
May 21, 2025
T. D. P.
Sr. Regional Managing Director
Mobile Phone
Email
United StatesFlorida
Feb 16, 2026
M. C.
Director Of Internal Sales
Mobile Phone
Email
United StatesVirginia
Nov 14, 2025
C. H.
Managing Director
Mobile Phone
Email
United StatesNew York
Mar 05, 2026
M. S.
Case Manager
Mobile Phone
Email
United StatesFlorida
Oct 21, 2025
B. M.
Lead Case Manager
Mobile Phone
Email
Oct 21, 2025
L. A.
Team Lead
Mobile Phone
Email
United StatesNew York
Feb 17, 2026

Frequently Asked Questions

What is BKA Financial, A Simplicity Company known for?

BKA Financial, A Simplicity Company operates in the Insurance industry. The company's main headquarters is located in 244 West Water Street Suite 200 Elmira, New York 14901 United States; 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?

BKA 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?

BKA Financial, A Simplicity Company has approximately 46 employees as of March 2026. These team members are located across 1 continents, including North America.

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

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

Chief Information Officer: J. B.
Chief Financial Officer: K. O.
President & Managing Partner: T. L.
Associate Partner: E. W.
Partner At Bka Private Wealth Consultants: R. S.

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