Jeff Kaplan
,
Financial Advisor
601 E Atlantic Ave
Delray Beach, FL 33483
561.276.1634
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Profile

As a financial advisor, I excel in crafting tailored wealth and estate plans that empower individuals and families to achieve their financial goals. With experience in lending, investing, and long-term planning, I help clients navigate complex financial landscapes to secure their futures. My comprehensive approach considers tax strategies, risk management, and legacy planning to help ensure my clients' financial stability and growth. Whether seeking to build wealth, preserve assets, or plan for the next generation, my clients can trust me to deliver personalized guidance, knowledge, and results-driven solutions. With a passion for helping others achieve financial freedom, I am dedicated to building lasting relationships and creating a brighter financial future for my clients.

Videos
Money moves for your 20s and 30s - Presented by Jeff Kaplan with Merrill
Tuesday, October 8th 2024| 6:00 PM
Money moves for your 20s and 30s
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jeff Kaplan is registered to do business in AL, CT, DE, FL, GA, IL, MA, MD, NJ, NY, PA, SC, TX, VA, WA, WV.