Klerer Financial Services

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

3272 Merrick Rd, Wantagh, New York, 1179...

Phone Number

(516) 409-5500

Revenue

<$5 Million

Industry

Finance Insurance Business Services Securities Trading Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
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About Klerer Financial Services

Klerer Financial Services, Inc. is a licensed financial services company based in Wantagh, New York, specializing in retirement planning, investments, and employee benefits. They offer a range of services including pension administration, 401K plans, financial and estate planning, and insurance solutions for both individuals and businesses. With over 60 years of combined experience, their team is dedicated to helping clients maximize their financial potential and secure their future. The company is committed to maintaining high standards of integrity and professionalism in their client relationships.Explore more
Klerer Financial Services's Social MediaPopular SearchesKlerer Financial Services IncKlerer Financial ServicesKlerer Realty Corpklerer.comSIC Code 62,628NAICS Code 52,523Show more

Klerer Financial Services Org Chart

PhoneEmail
MC
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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Klerer Financial Services

<$5M
1-10
Private
<$5M
1997
MC
Marcy ChaikenOffice Manager
<$5M
11-50
Private
<$5M
-
N/A
<$5M
11-50
Private
-
-
MH
Monica HunsakerClient Relationship Manager
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2003
CP
Chris PfeifferRegistered Sales Assistant
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
1992
LF
Larry FleetProduct Manager, Electronic Security
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Klerer Financial Services financials insights

Gather financial insights about Klerer Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$48K

See All Klerer Financial Services's Financials Insights

Klerer Financial Services Tech Stack

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Frequently Asked Questions Regarding Klerer Financial Services

What is Klerer Financial Services's official website?
Klerer Financial Services's official website is www.klerer.com
What is Klerer Financial Services's Revenue?
Klerer Financial Services's revenue is <$5 Million
What is Klerer Financial Services's SIC code?
Klerer Financial Services's SIC: 62,628
What is Klerer Financial Services's NAICS code?
Klerer Financial Services's NAICS: 52,523
How many employees does Klerer Financial Services have?
Klerer Financial Services has 1-10 employees
What industry does Klerer Financial Services belong to?
Klerer Financial Services is in the industry of: Finance, Insurance, Business Services
What is Klerer Financial Services competition?
Klerer Financial Services top competitors include: RSW Financial Group, Hull Wealth Management, Full Spectrum Financial Solutions, LifeWorth Financial
What technology does Klerer Financial Services use?
Some of the popular technologies that Klerer Financial Services uses are: F5 Silverline DDoS Protection, MonsterCommerce, Microsoft 365, Vimeo
How do I contact Klerer Financial Services?
Klerer Financial Services contact info: Phone number: (516) 409-5500 Website: www.klerer.com
What does Klerer Financial Services do?

Klerer Financial Services, Inc. is a licensed financial services company based in Wantagh, New York, specializing in retirement planning, investments, and employee benefits. They offer a range of services including pension administration, 401K plans, financial and estate planning, and insurance solutions for both individuals and businesses. With ov... er 60 years of combined experience, their team is dedicated to helping clients maximize their financial potential and secure their future. The company is committed to maintaining high standards of integrity and professionalism in their client relationships.Read More

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

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