Klassman Financial Services is dedicated to a no-nonsense approach to health insurance. We focus on giving you the insurance you need in a timely and cooperative manner.
Our personal advisors have access to some of the top portfolio management tools and asset allocation programs in the country. And because we work for you, not the management companies, we monitor performance and make sure your objectives are always being met.
Result: Excellent service
Investment Products:
Types of accounts:
Mutual Funds Fixed and Variable Annuities
Individual and joint Brokerage Traditional IRA's and ROTH IRA's, 529 plans and Education Savings Accounts New and Rollover 403(b) plans
Securities offered through Correll Co. Investment Services Corp., a registered broker/dealer that is a member of the Financial Industry Regulatory Authority (FINRA)
