Kaplan Financial Advisors LLC
We're a Fee-Only (no products sold) firm in NJ. Our typical clients are women or married couples in their 40s or older with at least $1 million of investment assets.
Financial Advisers in Berkeley Heights, NJ
This is my 10th year with Kaplan Financial Advisors in Berkeley Heights NJ. I love helping my clients "grow their dreams" by replacing financial uncertainty and guesswork with prudent investment management and financial planning principles. I have 30 years of investment experience, including work as an equities analyst and portfolio manager. I put this background to good use when managing client assets. My Fee-Only firm puts client interests first by avoiding an unhealthy mix of advice + product sales. Our clients are single women and couples facing retirement in the coming 10-15 years, or are already retired. I. For more information go to our website http://www.kaplanfinancialadvisors.com Money is a very emotional issue; the financial world is too complex to navigate alone! Call or email us anytime for more information.