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We are a team of experienced and committed financial professionals who are dedicated to providing superior planning, quality service and confidence.
To Schedule: Call (215) 885-4555
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Our Office
40 Monument Rd. Suite 100, Bala Cynwyd, PA 19004
Klazmer Financial Group
Our Mission and Approach
It is our mission to create the right strategies and identify the best products to achieve our clients’ goals. We work closely with our clients, devoting the time necessary to help them crystallize their objectives and develop a true understanding of their needs.
We firmly believe that no one company or product can fit the unique needs of each client. We stand with our clients and explore the marketplace – whether in the realm of insurance, annuities or planning – so that they can select the carrier, product or strategy that makes the most sense for them.