Gary Klazmer

Gary M. Klazmer

Principal at Klazmer Financial Group

Location:
123 Old York Road Suite 200, Jenkintown, Pennsylvania, United States
HQ Phone:
(215) 885-4555

General Information

Experience

Attorney  - Schatz, Schatz, Ribicoff & Kotkin

Education

B.S.  - Business Administration , Smeal College of Business at Penn State University

J.D.  - Temple Law School

Affiliations

Lifetime Member  - Million Dollar Round Table

Recent News  

Gary M. Klazmer
Partner Gary M. Klazmer Partner Phone: (215) 885-4555 Fax: (215) 885-4888 Gary was born in Philadelphia and raised in Cherry Hill, New Jersey. Gary graduated magna cum laude from the Smeal College of Business at Penn State University in 1978 with a B.S. in Business Administration. He then received his J.D. from Temple Law School in 1981, where he was published in the Law Review. Gary practiced law for three years, specializing in estate planning and corporate and banking law. In 1985, he completed his Chartered Life Underwriter (CLU) designation and joined Bernie at Klazmer Financial Group. Gary handles life, health and disability insurance, 401(k)s and has an additional expertise in long-term care insurance. He has served as a guest lecturer at the Philadelphia Bar Association on the topic of long-term care. While working in the industry, Gary earned his designation as a Chartered Financial Consultant (ChFC), became a registered representative of NYLIFE Securities, LLC and an Investment Advisory Representative (IAR) of Eagle Strategies, LLC. As an Investment Advisor Representative, Gary has access to Lifetime Wealth PortfoliosSM, a unique advance in wealth management, which brings together Ibbotson Associates' pioneering expertise in human capital and risk tolerance based portfolio assignment and Morningstar Inc.'s extensive mutual fund research data. Gary is also a lifetime member of the Million Dollar Round Table. He lives with his wife, Sharon, and their two children in Dresher, Pennsylvania. She has forged close working relationships with Bernie, Gary and Brian, and looks forward to doing the same with the third generation. Gary Klazmer (CA Insurance License # 0B88631) and Brian Klazmer are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent, unaffiliated companies in the states of AZ, CA, DC, DE, FL, IN, MD, NJ, NY, OH, PA,TX & VA. Gary Klazmer and Brian Klazmer are Registered Representatives of and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. Gary and Brian Klazmer are also separately registered as investment adviser representatives, under Eagle Strategies LLC, a Registered Investment Adviser collectively offering advisory services in the states of AZ, CA, DE, FL, NJ, NY, PA, & VA. As such, these services are strictly intended for individuals residing in AZ, CA, DE, FL, NJ, NY, PA, & VA.

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"I'm telling clients to expect volatility in 2014," says Gary Klazmer, principal at Klazmer Financial Group in Jenkintown.
"In an environment where interest rates are increasing, the bond market is not the best place to be, so we're underweighting bonds and overweighting equities," meaning stocks, says Klazmer, whose traditional allocations are 60 percent equities and 40 percent bonds.

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Gary Klazmer (CA Insurance License # 0B88631) and Brian Klazmer are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent, unaffiliated companies in the states of AZ, CA, DC, DE, FL, IN, MD, NJ, NY, OH, PA,TX & VA.
Gary Klazmer and Brian Klazmer are Registered Representatives of and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. Gary and Brian Klazmer are also separately registered as investment adviser representatives, under Eagle Strategies LLC, a Registered Investment Adviser collectively offering advisory services in the states of AZ, CA, DE, FL, NJ, NY, PA, & VA. As such, these services are strictly intended for individuals residing in AZ, CA, DE, FL, NJ, NY, PA, & VA. Gary Klazmer (CA Insurance License # 0B88631) and Brian Klazmer are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent, unaffiliated companies in the states of AZ, CA, DC, DE, FL, IN, MD, NJ, NY, OH, PA,TX & VA. Gary Klazmer and Brian Klazmer are Registered Representatives of and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. Gary and Brian Klazmer are also separately registered as investment adviser representatives, under Eagle Strategies LLC, a Registered Investment Adviser collectively offering advisory services in the states of AZ, CA, DE, FL, NJ, NY, PA, & VA. As such, these services are strictly intended for individuals residing in AZ, CA, DE, FL, NJ, NY, PA, & VA.

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