KAHN FINANCIAL GROUP, INC.
CLEARWATER, FLORIDA

Kahn Financial Group, Inc., founded on July 8, 1999, is a prominent financial services company based in Clearwater, Florida. As indicated by Florida's business registry, the firm operates under Company Type DOMP and has its principal office located at 1700 McMullen Booth Road, Suite A-5, Clearwater, FL 33759. The corporation maintains active communication lines through contact numbers (949) 522-2008; (949) 608-9344; and a toll-free number (800) 695-4331. Jerome Kahn stands as an integral representative of the company, holding licensure to sell insurance via New York Life Insurance Company. Additionally, he holds licenses in various states including California (CA Insurance License #0H59725), New York, Georgia, Colorado, Ohio, and Louisiana. Beyond insurance services, Jerome Kahn also acts as a Registered Representative with NYLIFE Securities LLC, offering a range of securities products. The group routinely collects transactional data, health information upon consent, and other service-related details necessary for normal business operations. In compliance with legal standards, this collected data may be shared within the expansive New York Life Family Companies to better inform customers about available product offerings. It could also be externally disseminated to authorized non-affiliates such as banks or marketing agencies. Information sharing practices are consistent with maintaining robust investment advisory capabilities and ensuring clients’ needs are met throughout their financial planning journey. David Kahn serves as one of the esteemed officers, contributing his expertise under position PSTD. Further details about the organization's structure can be gleaned from the recent Annual Report dated January 18, 2024, which outlines key corporate developments and operational insights for that fiscal year. Kahn Financial Group maintains an online presence through its website at kahnfinancialgroup.com, where potential clients can uncover additional service information or conduct preliminary inquiries. Featuring a File Identification number of P99000060902 registered under the Fei Number 593586204, Kahn Financial Group remains committed to providing personalized financial solutions and comprehensive insurance coverage in compliance with all statutory regulations. Their last reported fiscal activities confirm sustained diligence towards operational transparency and client-centered service delivery.