Logo, Klerer Financial Services, Inc. - Financial Services 

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

Customized Retirement Planning Programs

Enjoy a comfortable and secure retirement with proper financial planning. Mark S. Klebanoff, CFP at Klerer Financial Services, Inc. in Wantagh, New York, will design, implement, and monitor personalized financial plans for you to meet your specific goals.

Most people cannot stay on track with their financial goals. Hiring a planner prevents you from losing track of where your hard-earned money goes, making sure your money is spent on more important things such as education, health care, or retirement.

 

 

Plans

There are a variety of savings and retirement plans available for different demographics such as young professionals, individuals heading into retirement, as well as small and big company owners. We give you expert advice on different types of plans, including:

 

• Pensions

• 401K Plans • Profit Sharing • IRA Programs
Looking at Financial Documents - Financial Planning

Choosing a Plan

These plans are designed to achieve pretty much the same goal—to help you save money and secure your future. The differences lie on individual circumstances or what type of business you have. 

Useful Forms

401K Distribution
Loan Requests

Retirement Plans:
Medicare: http://medicare.gov
Social Security: www.ssa.gov

Contact us in Wantagh, New York, for valuable financial planning advice.



 

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