Kaplan Financial Consulting Group, LLC
Information by Research TrustFinance
Kaplan Financial Consulting Group, LLC is an independent, fee-only Registered Investment Adviser (RIA) firm based in Georgia. Founded on the principle of acting as a fiduciary, the company is legally and ethically bound to act in its clients' best interests. The firm specializes in creating customized financial plans and managing investment portfolios for individuals, families, and businesses, focusing on services like retirement planning, investment management, and general financial consulting without selling any proprietary products or receiving commissions.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial