CAPLAN FINANCIAL GROUP , LLC
| Name | CAPLAN FINANCIAL GROUP , LLC |
|---|---|
| Address | 841 East Fort Avenue, Suite 315, Baltimore, MD 21230 |
| Phone | +1-410-735-1905 +1-800-905-4651 |
| Email ID | |
| Speciality | Income Tax and Estate Strategies, Philanthropic and Multi-Generational Planning, Cash Flow Needs, Employer Retirement Plans, Asset Allocation, Disability Income, Life and Long-Term Care Insurance, Debt and Asset Management, Rebalancing Portfolios, International Consulting, Education Funding & Insurance Analysis |
| About | Caplan Financial Group is a nationally respected wealth management firm committed to delivering to their clients customized planning for the entirety of their financial affairs. They are committed to serving their clients in a way that best addresses their unique circumstances, sensitivities, and concerns. Their planners have over seventy years of technical experience in key financial planning disciplines. Their investment management approach is a long-term, disciplined, goals-based approach that carefully considers a client's risk. They offer planning and care for elderly family members and children. They at Caplan Financial Group distinguish themselves through their hands-on approach to creating a coordinated financial plan and monitoring their effectiveness. They provide various prepaid programs, savings programs, Section 529 plans to their clients. |
| Website | |
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