Kaplan, Krauss & Levine LLC
Homepage http://www.kklfwa.com
LinkedIn Profile https://linkedin.com/company/kapla***-&-levin***
HQ Location
United States , Florida, Boca Raton2500 N Military Trl #465, Boca Raton, FL 33431, USA
For over three generations, Kaplan, Krauss & Levine, LLC has specialized in advising wealthy families and successful businesses to preserve, leverage and transfer their assets.
We are nationally recognized as experts in our industry, preserving over a billion dollars for our clients. Our firm is well versed on the new and ever changing tax laws and new products which could benefit our clients.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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