New Jersey > Berkeley Heights > Kaplan Financial Advisors, LLC

Kaplan Financial Advisors, LLC

Verified Listing

(908) 898-1645
52 Plymouth Dr
Berkeley Heights, NJ 07922
Category: Finance & Legal:Financial Services:Financial Advisory Services


About

Kaplan Financial Advisors, LLC is a fee-only financial planning and investment management firm that caters to pre-retirees and retired individuals and couples. Kaplan Financial Advisors, LLC CEO, Eve Kaplan, has 25+ years of professional investment experience (former fund manager, equities analyst). Kaplan Financial Advisors, LLC helps clients, “Grow your dreams.”


Products And Services

Kaplan Financial Advisors, LLC has 2 divisions: 1) 401(k) and 403(b) plan sponsor clients and 2) individual clients. Kaplan Financial Advisors, LLC creates and monitors high quality, low cost 401(k) and 403(b) plans with our ERISA Section 3(38) Partner: Advisors Access. Kaplan Financial Advisors, LLC individual clients enjoy our “concierge” approach to comprehensive financial planning and investment management. Kaplan Financial Advisors, LLC works with pre-retirees and retired individuals/couples to help them achieve their goals and maximize their financial lives. Kaplan Financial Advisors, LLC typical clients have at least $1 million investment assets. Kaplan Financial Advisors, LLC orchestrates strategies (with the “best in class” team of experts we tap) to minimize taxes, promote investment growth and work on risk (insurance) and legacy (estate planning) issues.


Payment Options


Languages Spoken

English, Japanese, Dutch


Year Founded

2004


Number Of Locations

1


Number Of Employees

2


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