Kaplan Financial Services, Inc.
Kaplan Financial Services is based in Newton, Massachusetts. It is a comprehensive wealth planning firm. The impetus for clients coming to the firm is always investments ... that is the specialty and what Kaplan Financial is known for in the field. However, this is truly a wealth planning firm and equal amounts of time are spent on detailed retirement analyses, estate planning including a hypothetical probate, educational funding and tax analysis. All of the aspects of a client’s financial situation are inter-related. It is impossible to address one without affecting the others.
Kaplan Financial Services is based in Newton, Massachusetts. It is a comprehensive wealth planning firm. The impetus for clients coming to the firm is always investments ... that is the specialty and what Kaplan Financial is known for in the field. However, this is truly a wealth planning firm and equal amounts of time are spent on detailed retirement analyses, estate planning including a hypothetical probate, educational funding and tax analysis. All of the aspects of a client’s financial situation are inter-related. It is impossible to address one without affecting the others.
Address: 2 Newton Executive Park, Ste 300 2227 Washington Street, Newton, MA 02462, USA
Phone: +1 617 527 1557
FAX: +1 617 527 1720
