Our Mission

For over fifty years, Klazmer Financial Group has been committed to providing effective estate planning, creating sensible insurance solutions and safeguarding the financial future of our clients, their families and their businesses.   As we approach our third generation, our family has earned and maintained a reputation for honesty, integrity and reliability.  By placing the needs of our clients first and taking the time to truly understand their goals, we are able to create the types of legacies that reflect our clients’ values and desires. 

Who We Are 
We work closely with our clients, devoting the time necessary to develop a true understanding of their goals and desires.  In close consultation, we help clients to crystallize and achieve their objectives.  It is our job to create the right strategies and find the best products to meet our clients’ needs.

Since 1954, we have taken great pride in our client relationships.  We are gratified that our dedication to our clients has been returned through their loyalty and trust, contributing to our reputation as a leading financial firm in the Greater Philadelphia area. 

What We Do 
At Klazmer Financial Group, we use our technical expertise and the professional relationships that we have established to develop creative strategies to protect our clients’ futures. 
Due to the quality and quantity of our business and the underwriting relationships that we have established over the years, we are able to effectively negotiate offers on behalf of our clients.

Regardless of the financial products or services that you need, Klazmer Financial Group can help.  With a particular expertise
in estate planning, insurance policy audits and impaired risk underwriting, we will take the time to help you achieve peace of mind.