Offering Creative Solutions for Over 65 Years

Klazmer Financial Group

Since 1954, Klazmer Financial Group has been committed to providing effective estate planning strategies, creating sensible insurance plans, and helping our clients safeguard the financial futures of their families and businesses. By placing the needs of our clients first and taking the time to truly understand their goals, we are able to help them assure the types of legacies that reflect their values and desires.

Our family firm has earned and maintained a reputation for honesty, integrity and professionalism, and now, in our third generation, we are committed to continuing to make a positive impact for our clients for many years to come.

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Knowledgeable Professionals

Our team has over 125 years of combined experience in the financial services industry.
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Long-Term Relationships

We work with clients from the start of their careers through retirement. Our goal is to be of service to you for many years to come.

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Wide Range of Services

We have in-depth experience in a variety of planning areas, which allows us to serve individuals, families and businesses.
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Personalized Strategies

We invest the time to understand your specific goals so that we can offer individually-tailored plans to meet your unique needs.
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Objective Advice

Our first and only obligation is to our clients. The only criterion that our recommendations must meet is that they deliver the best result for you.
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Collaborative Approach

We collaborate closely with your other advisors to facilitate strategies that are in line with your financial, business and estate planning goals.

Our Services

We are a team of experienced and committed financial professionals who are dedicated to providing superior planning, quality service and confidence.

Insurance

Identifying which carriers, products and services are right for you, your family and your business.

Estate Planning Strategies

Helping you to ensure that your legacy is protected and that your goals are met.

Business Succession Planning

Protecting businesses and facilitating smooth transitions from one generation to the next.

Retirement Planning

Helping you accumulate, manage and distribute the assets you'll need to retire.

Impaired Risk Underwriting

Navigating the insurance underwriting process to identify the right carrier and lowest possible premium.

Insurance Policy Reviews

Analyzing your current policies to assess performance and determine whether they continue to meet your needs.

Contact Us

We look forward to being of service to you and the people you care about

Fill Out the Form Below or Call — (215) 885-4555

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Offering Creative Solutions for Over 65 Years

40 Monument Road

Suite 100

Bala Cynwyd, PA 19004