Logo, Klerer Financial Services, Inc. - Financial Services 

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

Employee Benefit Plans

At Klerer Financial Services, Inc. in Wantagh, NY we offer group employee benefit programs for large and small companies. These plans are cost effective and designed to meet your company’s specific goals. We survey and analyze the group insurance marketplace for products that will be true to your company’s needs and budget.

• Health Plans

• Dental Plans • Life Insurance • Long Term Care
• Long Term Disability • Flex Spending Plans


Employee Benefits:
Aetna: http://www.aetna.com/
Anthem Life: http://www.anthem.com/
Assurant: http://www.assurant.com/
Cigna: http://www.cigna.com/
Guardian Life: http://www.glic.com/
Long Island Association: http://www.nyhealthalliance.com/
Met Life: http://www.metlife.com/
NY State of Health: https://nystateofhealth.ny.gov/
Oxford Health Plans: http://www.oxhp.com/
Principal Financial: http://www.principal.com/
Sun Life: www.sunlife.com/us
United Healthcare: http://www.uhc.com/
UNUM: http://www.unum.com/

Health Care - Investment Planning
Flexible Spending Account Forms:
Flexible Spending Account – Medical Claim Form
Flexible Spending Account – Dependent Care Claim Form
Flexible Benefits Account – Enrollment Form
Individual Insurance Plans
Come to us when you need to get a life, health, long term care, or long term disability insurance plan. We will present you with the industry’s most competitive rates and benefits based on your age and health conditions. You will be provided with a variety of options to consider in order to make an educated decision.


Contact us in Wantagh, New York, for flexible and low-cost insurance plans.   


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.  We are registered to sell securities in the following states:  NY,NJ,CT,FL,MD,NC,PA, VA