Offering Creative Solutions for Over 65 Years
Klazmer Financial Group
Since 1954, Klazmer Financial Group has been committed to providing effective estate planning strategies, creating sensible insurance plans, and helping our clients safeguard the financial futures of their families and businesses. By placing the needs of our clients first and taking the time to truly understand their goals, we are able to help them assure the types of legacies that reflect their values and desires.
Our family firm has earned and maintained a reputation for honesty, integrity and professionalism, and now, in our third generation, we are committed to continuing to make a positive impact for our clients for many years to come.
Knowledgeable Professionals
Long-Term Relationships
We work with clients from the start of their careers through retirement. Our goal is to be of service to you for many years to come.
Wide Range of Services
Personalized Strategies
Objective Advice
Collaborative Approach
We collaborate closely with your other advisors to facilitate strategies that are in line with your financial, business and estate planning goals.
Our Services
We are a team of experienced and committed financial professionals who are dedicated to providing superior planning, quality service and confidence.
Insurance
Identifying which carriers, products and services are right for you, your family and your business.
Estate Planning Strategies
Helping you to ensure that your legacy is protected and that your goals are met.
Business Succession Planning
Protecting businesses and facilitating smooth transitions from one generation to the next.
Retirement Planning
Helping you accumulate, manage and distribute the assets you'll need to retire.
Impaired Risk Underwriting
Navigating the insurance underwriting process to identify the right carrier and lowest possible premium.
Insurance Policy Reviews
Analyzing your current policies to assess performance and determine whether they continue to meet your needs.
Contact Us
We look forward to being of service to you and the people you care about
Fill Out the Form Below or Call — (215) 885-4555