The new year begins! Last week, the markets continued reacting to the Federal Reserve's indication of fewer rate cuts in 2025 than previously expected, which led to a surge in bond yields and a decline in stock prices. Check out the weekly market perspective for more insights.
About us
Welcome to Kuma Financial Group, your trusted partner in crafting a path towards enduring financial prosperity. At Kuma Financial Group, we recognize that the art of wealth management goes beyond numbers – it's about sculpting a personalized roadmap that leads to financial freedom. Our purpose is to empower individuals, families, and businesses to unleash their financial potential and establish a lasting legacy. Oscar Machado is licensed to sell insurance in: Georgia, Florida, Virginia, and Texas. Oscar Machado is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 3720 DaVinci Court Suite 150 Peachtree Corners, GA 30092 404-255-0118 Kuma Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
- Website
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www.kumafinancial.com
External link for Kuma Financial Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Atlanta, Georgia
- Type
- Self-Owned
- Founded
- 2023
- Specialties
- Estate and Legacy Planning, Retirement Strategies, Tax Optimization, Risk Management and Insurance, Philanthropic Advising, Business Succession Planning, Specialized Investment Strategies, Education Planning, and Financial Education Workshops
Locations
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Primary
Get directions
7 Dunwoody Park S
Atlanta, Georgia 30338, US
Updates
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MassMutual’s Single Payment Program may be an efficient way for your clients to pre-fund their life insurance policy premiums. Learn more: https://lnkd.in/emwMC9gw.
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Choosing options that offer different tax advantages can be just as important and beneficial as diversifying your investment portfolio. It can mean saving more and reducing income tax liability during retirement. Learn more: https://lnkd.in/dT9fHZgR.
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Are you a family-first business or a business-first family? Knowing what drives you can help inform your plans for the future. Take the business owners quiz to find out: https://lnkd.in/e3eMptQX.
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