Case Studies

Not Finding What You’re Looking For?

Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725


    THE POWER OF
    Information
    Expertise
    Collaboration

    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

    About
    Team
    Community
    KB Wealth
    KB Family Office
    KB Corporate Advisory
    KB Retirement Plans

    Contact Us
    Client Account Center
    KB Forms

    © Copyright 2025. All Rights Reserved. KJAC Partners LLC d/b/a KB Financial Partners

    Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. For important information related to OneDigital Investment Advisors, please click here: OneDigital Investment Advisors Form CRS.

    Insurance services are provided by KJAC Partners LLC d/b/a KB Financial Partners. KJAC Partners LLC d/b/a KB Financial Partners Insurance Agency (CA Insurance License #0H85369).

    Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. KB Financial Partners is a member of M Financial Group. Please go to https://www.mfin.com/disclosure for further details regarding this relationship.

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

    Check the background of these firms and investment professionals on FINRA’s BrokerCheck.

    This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

    Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

    #3879755.1

    Back To Top