Our History
Klazmer Financial Group was founded in 1954 by Bernard Klazmer.
Over the course of his long and storied career, Bernie emphasized a client-first approach, always making it his priority to maximize the value he provided to his clients. He also established close relationships with a broad array of insurance carriers because he understood that no one company could meet the unique needs of every client. Bernie’s commitment earned him broad recognition and the loyalty of his many clients, and it is a value that remains integral to how Klazmer Financial Group conducts its business to this day.
Gary and Brian – Bernie’s sons – joined Klazmer Financial Group in the mid-1980s. They immediately established their own reputations and expanded the services offered by the firm. In 1993, the trio was acclaimed by New York Life* as only the second family in the company’s 155-year history to have a father and his two children achieve Chairman’s Council designation, the highest level of success, within the same year.
Bernie retired in 1999, and, sadly, passed away in 2006. Gary and Brian, and now their sons – Jason, Adam and Andrew – continue to build upon Bernie’s legacy. In 2018, Klazmer Financial Group joined Equitable Advisors to enhance our ability to serve our clients.
In its third generation, Klazmer Financial Group continues to serve its clients with dedicated client service, honorable conduct and integrity. We are excited to continue making a positive difference in the lives of our clients for years to come.
Klazmer Financial Group
Our Mission and Approach
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.
Meet Our Team
Gary M. Klazmer
JD, CLU, ChFC
Partner
Gary Klazmer has over 30 years of planning experience. As a member of Klazmer Financial Group, he enjoys working with individuals, business owners and companies by coordinating their various planning needs. He focuses on helping his...
Brian S. Klazmer
JD
Partner
Brian has spent his career in financial services concentrating on insurance planning. His particular focus is collaborating with his clients' other professional advisors to design and implement clients’ estate and business succession...
Gary M. Klazmer
JD, CLU, ChFC
Partner
Gary Klazmer has over 30 years of planning experience. As a member of Klazmer Financial Group, he enjoys working with individuals, business owners and companies by coordinating their various planning needs. He focuses on helping his...
Jason T. Klazmer
CLU
Associate
Jason is an insurance professional, focusing on life, disability and long-term care insurance. His role is to conduct the analysis identifying the specific carriers and product mix that best suit each client’s individual needs.
Brian S. Klazmer
JD
Partner
Brian has spent his career in financial services concentrating on insurance planning. His particular focus is collaborating with his clients' other professional advisors to design and implement clients’ estate and business succession...
Andrew S. Klazmer
Associate
Andrew’s role at Klazmer Financial Group is to perform careful analysis of our clients’ needs and goals, and to offer them individually-tailored insurance and retirement planning strategies. His ability to communicate that analysis, coupled with an in-depth knowledge of insurance...
Andrew S. Klazmer
Associate
Andrew’s role at Klazmer Financial Group is to perform careful analysis of our clients’ needs and goals, and to offer them individually-tailored insurance and retirement planning strategies. His ability to communicate that analysis, coupled with an in-depth knowledge of insurance...
Jason T. Klazmer
CLU
Associate
Jason is an insurance professional, focusing on life, disability and long-term care insurance. His role is to conduct the analysis identifying the specific carriers and product mix that best suit each client’s individual needs.
Monica M. Cice
Manager, Insurance Operations and Underwriting
Monica is the longest-serving member of our team, having joined Klazmer Financial Group in 1979 at the age of 18. What started as a short-term job soon became a life-long career, and in 2019 we are thrilled to celebrate Monica’s 40th year with our family!
Monica M. Cice
Manager, Insurance Operations and Underwriting
Monica is the longest-serving member of our team, having joined Klazmer Financial Group in 1979 at the age of 18. What started as a short-term job soon became a life-long career, and in 2019 we are thrilled to celebrate Monica’s 40th year with our family!
Knowledgeable Professionals
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.
Wide Range of Services
Personalized Strategies
Objective Advice
Collaborative Approach
We collaborate closely with your other advisors to facilitate strategies that are in line with your financial, business and estate planning goals.