Broker Check

9900 Stirling Road
Suite 227
Cooper City, FL 33024

Kay Financial Services, LLC.

(954) 364-6261

 

Products & Services

We provide assistance in the following areas:

Investments*

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes

Financial Services

  • Retirement Plans*
  • Tax Plans
  • 401 (k) Planning*
  • 403 (b) Planning*
  • College Plans*
  • Estate Plans
  • Money Purchasing Plans*
  • Profit Sharing Plans*

Tax Planning

  • Tax Return Preparation
  • State Tax Return Preparation
  • Affordable Care Act Planning
  • Representation Before the IRS
  • Relocation Tax Issues
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

*These services are offered by Kenneth Kay through his affiliation with HD Vest