KCBP, LLC
KCBP, LLC
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      • Jonathan Kurtz, CFP®, CLU®, ChFC®
      • Arnie Connor, RFC®, CFS®
      • Thomas Phillips, CFP®, ChFC®, CFS®, LUTCF®
      • Casey Finger, AWMA®
      • Marian Rivera
      • Angela Locke
      • Jennifer Harmon-von Bredow
      • Rachel Tran
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KCBP, LLC

1595 Spring Hill Road
Suite 320
Vienna, VA 22182

Phone:

  • 703.584.3636

Fax:

  • 703.584.3639
  • E-mail address: info@kcbp.com

    • Videos

    We have interesting videos for you to watch on my site.

    View Videos

    Flipbooks

    You can review interesting Flipbooks on my site.

    View Flipbooks

    Calculators

    You can review interesting calculators on my site.

    View Calculators

    Who We Are: Our Principals

    Solutions To Build, Maintain And Protect Your Wealth

    The Way We Work: Our Practice

    How Pre-Tax Contributions Affect Your Paycheck

    The tax implications of retirement plan contributions and the effect on your take-home pay.
    More Videos »

    Newsletters

    • Succession Plans Often Hinge on Reliable Valuation

      Discover the role a reliable business valuation can play in succession, tax, and retirement planning.

    • College Savings: Roth or 529 Plan?

      Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.

    • Five Money Issues to Talk About Before the Wedding

      Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.

    • Estate Taxes: Should a Trust Own Your Life Insurance?

      An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.

    More Newsletters »

    Calculators

    • Retirement Plan Early Distribution

      Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

    • Long-Term Care Self Insurance

      Will you be able to afford nursing home care?

    • IRA Eligibility

      Use this calculator to determine whether you qualify for the different types of IRAs.

    • Net Worth

      A balance sheet summarizes your assets and liabilities and reveals your net worth.

    More Calculators »

    Market Watch

    Last Closing Prices

    Latest Available Stock Quotes
    Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
    Dow Jones Industrials 27,712.23 +0.76%
    Dow Jones Transportation 10,643.15 +1.37%
    Dow Jones Utilities 854.59 +0.46%
    Nasdaq 100 8,254.74 -0.66%
    NYSE Composite 13,366.09 -0.61%
    AMEX Composite 2,404.50 -1.50%
    PHLX Semiconductor Index 1,665.71 -1.54%
    OSX Oil Service Sector Index 66.22 -2.51%
    • [
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    Market data delayed per exchange rules.
    All quotes are in US Eastern Time (EST).
    Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

    Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

    Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

    The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

    We are licensed to sell Insurance Products in ID,MD,ND,NH,VA.

    We are registered to sell Securities in AR,AZ,CA,CO,CT,DC,DE,FL,GA,IA,ID,IL,IN,KY,LA,MA,MD,ME,MI,MO,MS,NC,NH,NJ,NM,NV,NY,OH,OK,OR,PA,SC,TN,TX,UT,VA,WA,WI,WV,WY.

    KCBP, LLC is not a subsidiary of or controlled by Voya Financial Advisors, Inc

    Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states Broker/Dealer, Registered Investment Adviser, or Registered Representative or Investment Adviser Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative requirements, or pursuant to an applicable state exemption or exclusion.

    For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Adviser, Registered Representative, or Investment Adviser Representative, a consumer should contact his or her stated securities law administrator.

    The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: Arkansas (AR), Arizona (AZ),California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Delaware (DE), Florida (FL), Georgia (GA), Iowa (IA),Idaho (ID), Illinois (IL), Indiana (IN),Kentucky (KY), Louisiana (LA),  Massachusetts (MA), Maryland (MD), Maine (ME), Michigan (MI), Missouri (MO), Mississippi (MS), North Carolina (NC), New Hampshire (NH), New Mexico (NM), New Jersey (NJ), Nevada (NV), New York (NY), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), South Carolina (SC), Tennessee (TN)Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Washington DC (DC), Wisconsin (WI), West Virginia (WV), Wyoming (WY).

    .

    Supervisory Office:
     

    Jonathan R. Kurtz
    1595 Spring Hill Road
    Suite 320 
    Vienna, VA  22182

    703.584.3636 
    jkurtz@kcbp.com

     

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