Founded in 1972 by Donald R. Klauke, Klauke Financial & Insurance Services, Inc. is an independent financial advisory firm based in Lafayette, California. As a family-owned and operated business, the company emphasizes building long-term, trusted relationships with its clients. Their mission is to provide personalized financial strategies to help individuals and families achieve their financial goals. The firm specializes in a range of services including retirement planning, investment management, insurance planning, and estate planning, operating with a commitment to integrity and client-focused service.

Founded in

United States