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Our Values

Financial management is not simply throwing together a few numbers on a balance sheet, opening a few accounts, investing in some stocks and bonds, or buying insurance. It’s also not about learning jargon or implementing a complex system.

When you talk with financial professionals, you look for something simple, precise, functional, and, most important, honest. You want advice that cuts through the smog of industry lingo. Our team delivers it to you straight on a variety of topics: personal or business taxation; health, life, or long-term care insurance; legal or estate planning; or fee-based asset management services.

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.

With a legacy of more than 30 years in the business of financial management, Kluge Financial Group strives to be one of the most reputable and trustworthy financial and accounting institutions in the Hudson Valley region.

Contact Us Today to Learn More!

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