Kaplan Financial Advisors, LLC was established in 2004. We're a Fee-Only comprehensive financial planning and investment management firm.
We currently have two types of clients: 1) individual clients (average net worth: $1-5 million) and 2) business and non-profit 401(k) and 403(b) clients.
We believe in deeply personal, ...(see more)
|Eve L. Kaplan, CFP®||Apr 2004|
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Eve L. Kaplan, CFP®||Principal||01/01/2004|
No firm affiliates listed.
52 Plymouth Drive
Berkeley Heights , NJ 07922
This firm has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.