Logo, Klerer Financial Services, Inc. - Financial Services 

(516) 409-5500
Fax: (516) 409-6100
3272 Merrick Road
Wantagh, NY 11793-4339

Employee Benefits Plans and Retirement Planning Services

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Retirement Planning

Start saving for your retirement now. Let the financial planning experts at Klerer Financial Services, Inc. help you build a secure future.
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Make the most out of your hard-earned money with proper investment planning. Learn more about how you can create a perfect investment portfolio.
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We specialize in designing employee benefit programs for corporations.

Who We Are

Klerer Financial Services, Inc. in Wantagh, New York, is a fully licensed company that helps both enterprises and individuals maximize their monetary accounts. Our financial services encompass six different categories, including pension administrations, 401K plans, financial and estate planning, investments and insurance, group employee benefit programs, and flexible spending programs. With more than 60 years of combined experience, we possess the expertise required to handle all types of financial plans.

Mark S. Klebanoff, CFP
Mark S. Klebanoff, CFP has been in the insurance and investment business since 1986. He specializes in the design and implementation of the group employee benefit and personal financial planning programs. Mark holds a Series 7 securities license and earned the CFP (Certified Financial Planner) designation in 1997. He has been affiliated with Northeast Securities, Inc. (broker-dealer) since 1996 and is registered as an advisor under Northeast Asset Management. He is a founding partner of Klerer Financial Services, Inc.

Mark Scherer
Mark Scherer has been in the pension business since 1977. He was the vice-president of Standard Pension Services, Inc from 1982-1989. Mark specializes in the design, implementation, and administration of 401(K), pension, and profit sharing programs. Mark holds a Series 6 securities license and is affiliated with Northeast Securities, Inc. (broker-dealer) since 1996. He is a founding partner of Klerer Financial Services, Inc.

Brad Scherer
Brad has been in the financial industry since 2009. He has previous experience working at Deloitte and Goldman Sachs. He focuses on the setup and administration of retirement plans. Brad holds a Series 7 and Series 63 license and he is affiliated with Northeast Securities, Inc. (broker-dealer)


Marcy Chaiken
Marcy is the Klerer Financial Services, Inc. office manager. She has been in the insurance business since 1994. In addition, she holds a life and health insurance license. Marcy administers health, dental, and flexible benefit plans for our clients.


Judy Sigal
Judy has been in the financial services industry since 1994. She administers retirement plans, including profit sharing, 401K, cash balance, and defined benefit plans for our clients.


Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial and business situation. We will provide you with only the highest quality information, services, and products to help you reach your goal. 
Contact us in Wantagh, New York, for client-focused financial services. 

Securities offered through Northeast Securities, Inc ("NES"), a registered broker/dealer. Member FINRA/SIPC. Financial planning and investment advisory services offered through Northeast Asset Management ("NAM") by contract only. Insurance sold separately. A financial plan or investment advisory services, by themselves, cannot assure that retirement or other financial goals will be met.  Securities products are not FDIC insured, have no bank guarantee and may lose significant value. Services are intended for individuals residing in the United States, however, all products and services may not be available in all states. This website or any content contained herein is not an offer to buy or sell any particular security.  NAM and NES make no representation or warranty as to the accuracy of the information contained on this website. Information contained herein is provided for educational purposes only and is not intended as specific financial planning, legal or tax advice for any particular situation or user.  Information may be outdated and neither NES nor NAM are under an obligation to update this website.  Links to other sites are provided as a convenience only and NES and NAM do not review, update or make any warranty or representation regarding the accuracy of information contained therein. Content of this website may only be reproduced with the express written permission of  the representative, NES and NAM .  We are licensed to sell insurance in the following states: NY, NJ,FL,CA,CT, MA.  Mark S. Klebanoff, CFP is registered to sell securities in the following states:  NY,NJ,CT,FL,,PA,,VA