Klerer Financial Services

At Klerer Financial Services, Inc., we are dedicated to helping individuals and businesses achieve their financial goals. With over 60 years of combined experience, our team of experts specializes in retirement planning, investments, insurance, and employee benefits. Our mission is to provide high-quality services and products tailored to meet the unique needs of each client.

Retirement Planning

We believe that planning for retirement is crucial for a secure financial future. Our experienced advisors can help you create a comprehensive retirement plan, including options such as 401(k), pension, and profit-sharing plans. We will guide you through the process of saving for your retirement and ensure that you are well-prepared for the future.

Investments

Investing your hard-earned money wisely is key to building a prosperous financial future. Our investment experts can help you create a perfect investment portfolio, ensuring that your assets grow over time. Whether you're looking to invest in stocks, bonds, or other securities, we can provide the guidance you need.

Insurance

At Klerer Financial Services, Inc., we understand the importance of insurance in protecting your financial well-being. We offer a range of insurance services, including life insurance, health insurance, and dental insurance, to ensure that you and your loved ones are protected.

Employee Benefits

We specialize in designing employee benefit programs for corporations, aiming to enhance the financial security of your employees. Our services include pension administrations, 401K plans, and flexible spending programs, all designed to support the well-being of your workforce.

Meet Our Team

Our team of experts includes Mark S. Klebanoff, CFP, with over 30 years of experience in the insurance and investment business; Mark Scherer, specializing in pension administration since 1977; Brad Scherer, an expert in retirement plan design and administration; Marcy Chaiken, our office manager with a background in insurance; and Judy Sigal, who administers retirement plans. Each member of our team is dedicated to providing exceptional service and ensuring that your financial needs are met.