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.

Consulting

Insurance

Professional Services

BKA Financial, LLC.

BKA Financial, LLC.'s headquarters in Elmira, United States

Jon Banister

Christopher Hely

Tanya D. Pages

Don Levine

Annie Longo

Ryan Stachowiak

Alexander Comstock

Charles Marciano Cfp®

The Leadership Team at BKA Financial, LLC. is responsible for setting the strategic vision and direction of the company while fostering a culture of excellence in customer service and innovative solutions. Composed of key executives, this team collaborates to enhance service delivery, cultivate partnerships with financial advisors, and ensure the company’s growth and sustainability in the competitive insurance market. Their leadership drives initiatives in estate planning, wealth preservation, and more, positioning BKA Financial as a trusted partner for clients and allied professionals.

Leadership Team

The Insurance and Case Management team at BKA Financial, LLC. is dedicated to delivering tailored insurance solutions and comprehensive support throughout the planning process. This team collaborates closely with Financial Advisors, CPAs, and Attorneys to ensure clients receive expert guidance in estate and insurance planning, facilitating seamless case management and optimizing client outcomes. Their commitment to exceptional service ensures that clients' unique needs are met efficiently and effectively.

Insurance and Case Management

The Sales and Business Development team at BKA Financial, LLC. is responsible for driving growth and expanding client relationships within the insurance sector. This team collaborates closely with financial advisors, CPAs, and attorneys to identify opportunities, tailor solutions, and enhance customer engagement. By leveraging their expertise, they aim to elevate BKA Financial's market presence and establish long-lasting partnerships that align with the company’s commitment to exceptional service.

BKA Financial, LLC.

Org chart

Teams

Leadership Team

Insurance and Case Management

Sales and Business Development

Offices

BKA Financial, LLC.

Org chart

Teams

Leadership Team

Insurance and Case Management

Sales and Business Development

Offices

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