no credit card required  No credit card. No commitment.
 5000 plus G2 reviews  5000+ G2 reviews
Company logo

Klingman and Associates, LLC

Klingman and Associates, LLC


Klingman and Associates, LLC's financial review

Klingman and Associates, LLC's Revenue (Yearly)

7.2M

Employees

25


Klingman and Associates, LLC information

Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients.We believe our role as your financial advisor is to provi...
Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients.We believe our role as your financial advisor is to provide you with comprehensive financial guidance in all aspects of your financial life ... not just your investment portfolio. Our entire team is dedicated to this objective and to doing so with the impeccable level of personalized service that you deserve.To learn more about Klingman & Associates, visit https://www.klingmanria.com/

Klingman and Associates, LLC industries

Financial planning
Investment advisory servives
Wealth management
Retirement planning

Klingman and Associates, LLC's financial review

Klingman and Associates, LLC's Revenue (Yearly)

7.2M

Employees

25

Technologies

Email Delivery
Email Providers
Marketing Automation
Marketing Automation
Online Video Platforms

Notable Alumni

Employees

Financial Planning Associate
Senior Associate
Wealth Advisor
Investment Analyst

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

Why our clients choose Apollo

“Apollo completely changed the game for us. It allowed us to identify relevant targets that are ready to scale and reach out to them at the exact right time.”
Image of Erik Straub

Erik Straub

Head of Product, Kickfurther

“Using Apollo.io, we've solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects.”
Image of Michael Transon

Michael Transon

CEO, Victorious

Apollo gives you all the company insights you need

Free to get started, easy to add your whole sales team, commit to monthly or annual plans. We make it easy to get started.