Kaplan Financial - Encino, California
Address: 16030 Ventura Blvd #600, Encino, CA 91436, United States.
Phone: 8187836620.
Website: kaplanfinancial.net.
Specialties: Financial planner, Insurance broker, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
Location of Kaplan Financial
Kaplan Financial: A Comprehensive Financial Service Provider in Encino, CA
When it comes to financial planning, insurance, and investment services, Kaplan Financial is a name that stands out in the industry. With its headquarters located at Address: 16030 Ventura Blvd #600, Encino, CA 91436, United States, this company has been serving the community with its expertise and professionalism.
Kaplan Financial specializes in three main areas: financial planning, insurance brokerage, and investment services. Their team of experienced financial advisors works closely with clients to help them achieve their financial goals. They offer personalized financial planning services that cater to each client's unique needs, taking into account their financial situation, risk tolerance, and long-term goals.
As an insurance broker, Kaplan Financial represents a wide range of insurance companies, providing clients with access to various insurance products such as life, health, disability, and long-term care insurance. Their insurance advisors work with clients to find the best coverage to protect their assets and loved ones.
Moreover, Kaplan Financial's investment services provide clients with a variety of investment options, including mutual funds, stocks, and bonds. They have a team of investment professionals who manage clients' investment portfolios, ensuring their assets are invested in a diversified and strategic manner.
Kaplan Financial is committed to providing excellent customer service, and they make sure that their clients' needs are met promptly and professionally. They have a wheelchair-accessible car park, entrance, and toilet, making their office accessible to everyone. Appointments are recommended, and clients can easily schedule one through their website or phone.
The company has received positive reviews from their clients, with a 5/5 average opinion on Google My Business based on one review. This reflects their commitment to providing high-quality financial services to their clients.
Reviews of Kaplan Financial
