At Kluge Financial Group, we take a truly holistic and understandable approach to your financial well-being, wherein all aspects of your finances, objectives, principles and lifestyle are brought together and analyzed as a whole. We work together with you to make informed and honest decisions that are in alignment with your goals and values.
We strongly believe in building long-term relationships with our clients, many of whom have been with us for over 30 years. Our relationships are built over time with trust, integrity and a caring attitude. We are, at once, financial analysts and friends. When you’re with Kluge Financial Group, you’re with family.
In order to serve our clients better, we have assembled a team of highly competent professionals in the fields of personal and business taxation, accounting, health, life and long-term care insurance, legal and estate planning and fee-based asset management services. Our founder and leading professional in financial services is Donald Kluge.