Employee Benefits Plans and Retirement Planning Services
Start saving for your retirement now. Let the financial planning experts at Klerer Financial Services, Inc. help you build a secure future.
Make the most out of your hard-earned money with proper investment planning. Learn more about how you can create a perfect investment portfolio.
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 group employee benefits and personal financial planning programs. Mark holds a Series 7 securities license and earned the CFP (Certified Financial Planner) designation in 1997. He is affiliated with Western International Securities, Inc. (broker-dealer) and is a founding member of Klerer Financial Services, Inc.
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 plans. Mark holds a Series 6 securities license and is affiliated with Western International Securities, Inc. (broker-dealer). He is a founding member of Klerer Financial Services, Inc.
Brad's expertise lies in the design and servicing of retirerment plans. He administers 401(k), profit sharing, cash balance, and traditional defined benefit plans for small businesses and individuals. He is dedicated to educating all plan participants, and is always available to service his clients whenever they need assistance. Brad advises his clients during the planning process, and helps them make well informed decisions for their retirement. He looks to build a personal and trustworthy relationship with his clients by making sure they are integral part of the planning process.
Brad is married with one child. In his free time, he enjoys traveling, golf, tennis, and reading.
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 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.
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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.