Logo, Klerer Financial Services, Inc. - Financial Services 

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

Strategic Investment Planning

iPad with Graph - Financial Planning

Klerer Financial Services, Inc.is affiliated with Northeast Securities, Inc., a full service broker dealer located at 333 Earle Ovington Blvd., Suite 706, Mitchell Field, NY 11553. Phone: (516)396-1645 

 

• Mutual Funds
• Stocks

• Bonds
• CDs
• Fixed and Variable Annuities

 

Profitable Investment Portfolios

Set up a diversified and healthy investment portfolio with the help of a skilled financial consultant. To make sure your investments are sound, we monitor the market environment and do portfolio rebalancing by buying and selling stocks and bonds. Balance is optimized at 60% bonds and 40% stocks. We also re-balance your assets if necessary, selling high and buying low.

Investments:
Nationwide: www.nationwide.com/investments-and-retirement.jsp
SEI Investments: www.seic.com
Morningstar: www.mp.morningstar.com/home.asp

Contact us in Wantagh, New York, and start growing your wealth with our investment planning 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  Information may be outdated and neither NES nor NAM are under an obligation to update this website.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.  We are registered to sell securities in the following states:  NY,NJ,CT,FL,MD,NC,PA, VA