We take pride in supporting an array of community organizations.
In February 2019, Kaplan Financial Group enjoyed celebrating their 40th anniversary surrounded by a supportive group of friends, clients, and family.
Kaplan in the News
Emphasizing Client Education. Kaplan focuses on clients who suddenly have to manage finances.
by Elizabeth Fuhrman
Million Dollar Round Table. www.roundthetable.org.
Family Ties...Working Together for Success.
by Helen Thompson
Advisor Today. www.naifa.org.