Kaplan Financial Advisors, LLC

Kaplan Financial Advisors, LLC functions as a full service financial advisory institution offering financial planning and portfolio management services. The headquarters of Kaplan Financial Advisors, LLC are based in Berkeley Heights, New Jersey.

About Kaplan Financial Advisors, LLC
Kaplan Financial Advisors, LLC is a full service financial consultancy organization that provides specialized services related to investment planning and portfolio management services. The company is headquartered in Berkeley Heights, New Jersey. Kaplan Financial Advisors also has another office in New York.

Kaplan Financial Advisors, LLC is licensed with the Securities and Exchange Commission (SEC) in the United States. The company was incorporated in the year 2003.

The founder of Kaplan Financial Advisors, LLC is Eve Kaplan, who is a Certified Financial Planner or CFP. The business of Kaplan Financial Advisors, LLC is based on referrals. It carries out its operations in the form of a fee-only organization, which means it does sell any products, does not receive any commissions, and there are no third party considerations.
Kaplan Financial Advisors, LLC also functions as a custodian of customer assets in TD Ameritrade, Incorporated, which is a member of SIPC/NASD.
Products and Services of Kaplan Financial Advisors, LLC

The products and services of Kaplan Financial Advisors, LLC can be categorized into the following types:
Financial Planning Services
Investment Management Services
Tax Planning Services

Client Deliverables from Kaplan Financial Advisors, LLC
The client deliverables from Kaplan Financial Advisors, LLC can be categorized into the following:
Implementation Plan
Financial Roadmap for the client
Progress Reports Planned on a Regular Basis
Goal Tracking
Cash Flow Management
Growth Assets
Annuity and Insurance Review
Tax Preparation and Tax Planning
Backing up the Next Generation
Real Estate Planning

Affiliations
Kaplan Financial Advisors, LLC is affiliated to the following institutions:
The Certified Financial Planner Board of Standards
The Financial Planning Association or FPA
The National Association of Personal Financial Planners or NAPFA
Contact Details:
Kaplan Financial Advisors, LLC
52 Plymouth Drive
Berkeley Heights, NJ 07922
Phone: 908-898-0549
Fax: 908-898-0549

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Last Updated on : 1st August 2013

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