Klerer Financial Services, Inc.

Phone: (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
  • Long Term Disability
  • Dental Plans
  • Flex Spending Plans
  • Life Insurance
  • Long Term Care
Health Care

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/

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.

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Securities and Investment Advisory Services offered through Western International Securities, Inc. (“WIS”). Member FINRA/SIPC. Fixed insurance is offered through Klerer Financial Services, Inc. Klerer Financial Services, Inc. and Western International Securities, Inc. are separate and unaffiliated entities. 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 contained herein is not an offer to buy or sell any particular security. WIS makes no representation or warranty as to the accuracy of the information contained on this website. Information contained herein is provided for education 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 WIS is not under an obligation to update this website. Links to other sites are provided as a convenience only and WIS does 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, WIS. 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 NY, NJ, CT, FL, PA, VA,MD.