Get In Touch
Thank you for your interest in KT Wealth Management. Whether you have questions about our services, would like to schedule a consultation, or simply want to learn more about how we can help you achieve and exceed your financial goals, we’re here to assist you.
- Monday - Friday: 9:00 AM - 5:00 PM EST
- (631) 389-3810
- [email protected]
Long Island Address
- 125 Froehlich Farm Boulevard Woodbury, NY 11797
Warwick NY Address
- 56 Main St, Suite 1&2 Warwick, NY 10990
- Monday - Friday: 9:00 AM - 5:00 PM EST
- (631) 389-3810
- [email protected]
Long Island Address
- 125 Froehlich Farm Boulevard Woodbury, NY 11797
Warwick NY Address
- 56 Main St, Suite 1&2 Warwick, NY 10990
Contact Us
To schedule a consultation with one of our experienced financial advisors, please fill out the form below or contact us directly via phone or email. We look forward to discussing your financial needs and developing a customized plan to help you achieve your goals.
We aim to respond to all inquiries within 24 hours during office hours.
Client Testimonials
Rated and reviewed on Google
Esther Woo
I highly recommend Kerim and team at KT Wealth Management. Every interaction from the start has been seamless, and Kerim does an incredibly good job of really understanding the client's needs. He is trustworthy, knowledgeable, and extremely patient in explaining everything in a way that is easy for me to digest!
Brittany Gervasi
I highly recommend Kerim! He is extremely knowledgeable, patient, personable and trustworthy. He takes the time to understand your wants and needs for your life and finances. He is very reliable and will put into action the best plan for YOU. He explains any questions you have and is attentive. I’m thankful for Kerim and to have someone I feel secure working with.
Paul Gambardella
I was referred by a friend to work with Kerim at KT Wealth Management and I could not be happier. I explained to Kerim my financial goals and he put together a great plan for me. Kerim is a true professional and someone you're going to need for 2024 and beyond!!
AJ Johansen
As a business owner, I was looking for the right way to reduce taxes and grow my retirement. Kerim and his team at KT Wealth Management have designed a thoughtful plan to get me on the right track. They treat me like family and are a pleasure to work with. I highly recommend Kerim and his team !
Danny P
I've been working with Kerim for years. He is very knowledgeable, friendly and professional and helped me establish a financial plan based on my age, available funds and wishes. We've had several personalized phone calls which have been informative and comfortable. I'd recommend his services to anyone.
Jason Aro
Kerim has been helping me for for the last few years with retirement planning and tax strategy and I couldn’t be happier. He is a true professional and has a genuine care for his clients. It’s a pleasure working with him!