KBM Consulting LLC
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KBM Consulting LLC, based in Lancaster, PA, specializes in providing high-end back-office support for insurance and tax planning needs, catering primarily to large producer groups, Brokerage General Agencies (BGAs), and ultra-high net worth individuals. With a combined experience of nearly 290 years, their team offers services such as case design, case management, and client services to enhance efficiency and growth for their clients.
The firm is dedicated to delivering sophisticated solutions quickly and collaboratively, ensuring that advisors maximize their business potential without the burden of managing every detail themselves. By partnering with KBM Consulting, financial professionals can save time and focus on attracting ideal prospects while increasing revenue and reducing overhead.
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