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 Insurance Securities Trading Lending & Brokerage

About Kaplan Financial Group

Kaplan Financial Group and Kaplan Benefits Group offer expert financial guidance tailored to meet the complex needs of individuals, families, and businesses. They provide a range of customizable services, including wealth management, employee retirement plans, and strategies for building and preserving wealth across generations. With decades of experience, their team of specialists is dedicated to helping clients navigate financial challenges and achieve their goals. Their commitment to education is evident through resources like the 'How To Retire' podcast, which offers actionable insights for a secure financial future.Explore more
Kaplan Financial Group's Social MediaSIC 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
-
2003
EG
Ellen GregoryAdministrative Assistant & Manager, Client Services
<$5M
1-10
Private
-
1980
WF
William Clay FreyFounder & President
<$5M
1-10
Private
-
2000
ES
Edward SnyderCo-Founder & President
<$5M
1-10
Private
-
2002
AP
Amy PabonOffice Manager
Illustration of an envelope

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, Insurance, Securities Trading
What is Kaplan Financial Group competition?
Kaplan Financial Group top competitors include: Frey Financial, English Financial Group, Camelback Retirement Planners, Oaktree Financial Advisors
What technology does Kaplan Financial Group use?
Some of the popular technologies that Kaplan Financial Group uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
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 tailored to meet the complex needs of individuals, families, and businesses. They provide a range of customizable services, including wealth management, employee retirement plans, and strategies for building and preserving wealth across generations. With decades of exp... erience, their team of specialists is dedicated to helping clients navigate financial challenges and achieve their goals. Their commitment to education is evident through resources like the 'How To Retire' podcast, which offers actionable insights for a secure financial future.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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