Gary M. Klazmer JD, CLU, ChFC

Gary Klazmer has over 35 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 clients transition from wealth accumulation to retirement distributions and estate preservation. In particular, he is recognized for his knowledge of retirement planning, including qualified and non-qualified plans, long-term care protection and annuity programs.

Gary received his B.A. in Finance from Penn State in 1978 and his J.D. from Temple University in 1981. He practiced law for several years, specializing in estate and corporate law, before returning to finance. He earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College of Financial Services and is insurance licensed and FINRA registered. He is also a lifetime member of The Million Dollar Round Table.

Gary lives in Dresher with his wife, Sharon, and enjoys playing golf and spending time with his family at the shore.

CA Insurance License #0B88631

Our Financial Professionals

Brian S. Klazmer

JD
Partner

Jason T. Klazmer

CLU
Associate

Andrew S. Klazmer

Associate

Contact Us

Flexible appointments and personalized planning.

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