About Us

BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service. At BKA Financial we provide customized solutions to our clients in the areas of estate planning, wealth preservation, business succession planning, and charitable planning. We work closely with Financial Advisors and their Clients; CPA’s, and Attorneys.

We are committed to building mutually beneficial relationships with our employees, representatives, Financial Advisors and their clients, and our insurance carrier partners. We also strive to be responsible citizens of the regions where we conduct business.

We continually work to build and maintain the most experienced and knowledgeable team of sales support employees and associates in the insurance industry in order to understand and respond to the specialized estate planning and insurance needs of National Financial Institutions and their Financial Advisors and Clients.