BKA Financial, LLC. 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, LLC. employees' phone numbers or email addresses

BKA Financial, LLC. Global Highlights

Location
Employees

North America
53

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  • United States Of America
    53

BKA Financial, LLC.'s Leadership

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    J. B.
    Chief Information Officer
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    K. O.
    Chief Financial Officer
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  • Stylized image of a person
    T. L.
    President & Managing Partner
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    A. L.
    Senior Internal Partner
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    E. W.
    Associate Partner
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    R. S.
    Partner At Bka Private Wealth Consultants
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    A. C.
    Partner
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    K. F.
    Associate Internal Partner
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BKA Financial, LLC. Employee Metrics

100%
50%
0%
2026
2025
2024
  • Business
  • Information Technology
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from BKA Financial, LLC.

Name
Title
Contact Info
Location
Last Update
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    M. S.
    Case Manager
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    United StatesFlorida
    Oct 21, 2025
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    B. M.
    Lead Case Manager
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    Oct 21, 2025
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    L. A.
    Team Lead
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    United StatesNew York
    Nov 20, 2025
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    A. A.
    Senior/Lead Case Manager
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    United StatesNew York
    Oct 27, 2025
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    C. C.
    Associate Case Manager
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    Oct 26, 2025
  • Stylized image of a person
    T. M.
    Manager
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    United StatesNew York
    Oct 23, 2025
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    T. C.
    Associate Case Manager
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    United StatesNew York
    Oct 21, 2025
  • Stylized image of a person
    K. R.
    Case Manager
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    Nov 10, 2025
  • Stylized image of a person
    M. N.
    Case Manager
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    United StatesNew York
    Oct 24, 2025
  • Stylized image of a person
    M. B.
    Permanent Life Insurance Case Manager
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    Oct 26, 2025

Frequently Asked Questions

What is BKA Financial, LLC. known for?

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BKA Financial, LLC. operates in the Insurance industry. The company's main headquarters is located in 244 West Water Street, Suite 200; you can contact the main corporate office by phone at . Explore BKA Financial, LLC.'s company overview page for more information.

What is BKA Financial, LLC.'s most common email format?

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BKA Financial, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BKA Financial, LLC. email formats with LeadIQ.

How many employees does BKA Financial, LLC. have currently?

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BKA Financial, LLC. has approximately 46 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are BKA Financial, LLC.'s key employees and leadership?

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As of January 2026, BKA Financial, LLC.'s key employees include:

  • Chief Information Officer: J. B.
  • Chief Financial Officer: K. O.
  • President & Managing Partner: T. L.
  • Senior Internal Partner: A. L.
  • Associate Partner: E. W.

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