Kaplan Financial Group

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

1101 Wootton Pkwy Ste 920, Rockville, Ma...

Phone Number

(301) 564-0088

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Kaplan Financial Group

Kaplan Financial Group and Kaplan Benefits Group offer expert financial guidance to individuals, families, and businesses, focusing on sophisticated wealth management strategies. They provide services such as wealth building, preservation, and employee retirement plans, tailored to meet complex financial needs. With decades of experience, they aim to help clients build and protect their legacies across generations. Their team of specialists is dedicated to helping clients navigate financial challenges and achieve their ideal financial futures.Explore more
Kaplan Financial Group's Social MediaPopular SearchesKaplan Financial Group LLCKaplan Benefits Group LLCKaplan Financial GroupKaplanKaplan Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Kaplan Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kaplan Financial Group

<$5M
1-10
Private
-
1979
<$5M
1-10
Private
-
2016
TM
Tina MattinglyVice President Director of Operations
<$5M
1-10
Private
-
2003
KH
Keri HolloranManager, Client Services
<$5M
1-10
Private
-
1980
WF
William Clay FreyFounder & President
<$5M
1-10
Private
-
2000
JD
Jennifer DettmanClient Services Associate
<$5M
1-10
Private
-
2002
AP
Amy PabonOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kaplan Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kaplan Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kaplan Financial Group.

Kaplan Financial Group Tech Stack

A closer look at the technologies used by Kaplan Financial Group

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Frequently Asked Questions Regarding Kaplan Financial Group

What is Kaplan Financial Group's official website?
Kaplan Financial Group's official website is www.kaplanfinancialgroup.com
What is Kaplan Financial Group's Revenue?
Kaplan Financial Group's revenue is <$5 Million
What is Kaplan Financial Group's SIC code?
Kaplan Financial Group's SIC: 62,628
What is Kaplan Financial Group's NAICS code?
Kaplan Financial Group's NAICS: 52,523
How many employees does Kaplan Financial Group have?
Kaplan Financial Group has 1-10 employees
What industry does Kaplan Financial Group belong to?
Kaplan Financial Group is in the industry of: Finance, Securities Trading
What is Kaplan Financial Group competition?
Kaplan Financial Group top competitors include: Andrews DeMartino Wealth Strategies Firm, Frey Financial, English Financial Group, Camelback Retirement Planners
What technology does Kaplan Financial Group use?
Some of the popular technologies that Kaplan Financial Group uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Kaplan Financial Group?
Kaplan Financial Group contact info: Phone number: (301) 564-0088 Website: www.kaplanfinancialgroup.com
What does Kaplan Financial Group do?

Kaplan Financial Group and Kaplan Benefits Group offer expert financial guidance to individuals, families, and businesses, focusing on sophisticated wealth management strategies. They provide services such as wealth building, preservation, and employee retirement plans, tailored to meet complex financial needs. With decades of experience, they aim... to help clients build and protect their legacies across generations. Their team of specialists is dedicated to helping clients navigate financial challenges and achieve their ideal financial futures.Read More

What are Kaplan Financial Group social media links?
Kaplan Financial Group Linkedin page
Is Kaplan Financial Group a public company?
Kaplan Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Kaplan Financial Group

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