Kaplan Financial Services - Newton, Massachusetts

Address: 2227 Washington St # 300, Newton, MA 02462, United States.
Phone: 6175271557.
Website: kaplan-financial.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Kaplan Financial Services

Kaplan Financial Services

Address: 2227 Washington St # 300, Newton, MA 02462, United States.

Phone: 6175271557.

Website: kaplan-financial.com.

About Kaplan Financial Services

Kaplan Financial Services is a reputable financial planning company located in Newton, Massachusetts. Established with a commitment to providing top-notch financial advice, the company has built a strong reputation in the area. Their specialization in financial planning sets them apart from other services in the industry.

Some of the key features of Kaplan Financial Services include a wheelchair-accessible car park, entrance, and toilet, ensuring that their facilities are inclusive and accommodating to all clients. It is recommended to make an appointment before visiting, as it can help ensure that you receive the best possible service during your time at the office.

Specialties

  • Financial planner

Other Points of Interest

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet
  • Appointments recommended

Opinions and Reviews

This company has received high praise from its clients, with 5 reviews on Google My Business. The average opinion rating for Kaplan Financial Services is an impressive 5/5, indicating a high level of satisfaction among those who have used their services.

One common theme among the reviews is the exceptional customer service provided by both the staff and management. Clients have noted that Susan, the company's director, and her team are professional, approachable, and highly knowledgeable in their field.

Another aspect that stands out in the reviews is the ongoing support and guidance provided by Kaplan Financial Services. Many clients have mentioned that they continue to follow the advice given to them, resulting in successful financial outcomes.

Overall, Kaplan Financial Services appears to be a top-notch financial planning company with a strong commitment to customer satisfaction, exceptional service, and long-term support for its clients.

Recommendation

If you are seeking a reliable and knowledgeable financial planning service, Kaplan Financial Services is an excellent choice. With their wheelchair-accessible facilities, appointment recommendations, and a proven track record of success, they are well-equipped to help you achieve your financial goals. Contact them today through their website at kaplan-financial.com to learn more about their services and how they can assist you.

👍 Reviews of Kaplan Financial Services

Kaplan Financial Services - Newton, Massachusetts
F D. W.
5/5

Retired in the early 90s under Susan's direction. Still following her advice and doing quite well. Excellent person with excellent staff (Susan has a super sense of humor).

Kaplan Financial Services - Newton, Massachusetts
Joshua D.
5/5

One of the best around. Her staff is always professional and great to work with.

Kaplan Financial Services - Newton, Massachusetts
Arlene T.
5/5

Excellent and attentive customer service from the top all the way down

Kaplan Financial Services - Newton, Massachusetts
Donna S.
5/5

Kaplan Financial Services - Newton, Massachusetts
Wolf
5/5

Go up