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Last Updated April 1, 2025

-
Major Clients:
Confidential
-
Revenue:
$1 million - $3 million
-
Year Founded:
2013
-
Pricing:
L
-
Fulltime Employees:
25+
- Primary Services:
-
Active Clients:
10+
-
Client Retention Rate:
86%
-
Major Clients:
Confidential
-
Year Founded:
2013
-
Fulltime Employees:
25+
-
Active Clients:
10+
-
Client Retention Rate:
86%
-
Revenue:
$1 million - $3 million
-
Pricing:
L
- Primary Services:
-
Secondary Services:
-
Social:
About - Kaplan Financial Services
Susan Kaplan, CEO
2227 Washington Street # 300, | Newton, MassachusettsKaplan Financial Services Reviews
Featured Review
Helpful (0)

Arlene Tannenbaum
1 contributions
0 helpful votes
Overall Feedback:
Excellent and attentive customer service from the top all the way down
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