Founded by Jeff Kaplan, Kaplan Financial & Insurance Services is an independent financial services firm dedicated to helping clients pursue their financial goals. The firm operates with a client-centric philosophy, offering personalized strategies and a comprehensive range of services, including investment management, retirement and estate planning, and insurance. As an independent entity, they emphasize their ability to provide objective advice and access a wide variety of financial products and services without being tied to a specific proprietary company.

Founded in

United States