Kucharski Financial

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Kucharski Financial
Kucharski Financial serves the mass affluent, who generally have investable assets ranging from $100,000 to $2,000,000, as well as select high net worth clients with investable assets over $2,000,000 to $10,000,000. We have had the privilege of building our firm to what it is today and have learned that we work best with professionals and retirees who share our values and planning objectives. Our best clients are goal-oriented, advice-receptive, and have positive resources to allocate towards their financial goals.

Kucharski Financial
Core Features
Financial Planning Features
  • Budgeting & Forecasting
  • Cash Management
  • Expenditure Tracking
  • Investment Management
  • Risk Management
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Monthly Payment
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Android
  • Windows
Knowledge Base
  • Help Guides
  • Blogs
  • Case Studies
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