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Klyman Financial
- Investment Service
- New York, NY
About this business
Klyman Financial is a leading financial planning firm in New York City. We offer a wide range of financial services, including budget analysis, trust and estate-planning strategies, investments, life insurance, disability income insurance, long-term-care insurance, personal financial strategies, retirement plans, tax-reduction strategies, business succession planning, premium financing strategies, asset preservation strategies, buy-sell agreements, key-man policies, and foreign national strategies. We have been in business ... read more
Location details
675 3rd Ave #920, New York, NY, 10017, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Yair and his team are great. Very attentive to me whenever needed, always providing excellent service and communication. I found them to be super diligent and well versed in most if not all investment vehicles. Above all else, enjoyable to talk with so I cant see myself working with anyone else!
We’ve been with Klyman Financial for a number of years. We are extremely happy with the services we’ve receiving. Yair and his team are very professional and thoughtful. They have innovative ideas and are extremely responsive. I recommend their services highly.
We had a great experience working with Klyman Financial. From the start, they really took the time to understand our situation and what we were hoping to accomplish. They didn’t just offer generic advice — they actually helped us create a structure for our finances that made sense for both our short-term goals and long-term plans. Everything was explained clearly, and they were incredibly responsive whenever we had questions. It feels like we finally have a real strategy in place, and we’re a lot more confident about where w... read more
I highly recommend Yair Klyman as a financial advisor. He is empathetic in his approach with clients, and he takes the time and concern to understand their overall financial needs. He is a great educator, and he guides clients well with their individual and family needs.
I had an incredible experience at Klyman Financial. Yair was professional, knowledgeable, and genuinely cared about my financial goals. He took the time to explain every detail and provided clear, practical advice tailored to my needs. His expertise and dedication gave me peace of mind, and I truly felt supported throughout the entire process. I highly recommend Klyman Financial to anyone looking for a reliable and trustworthy partner for their financial planning!
Frequently asked questions about Klyman Financial
How is Klyman Financial rated?
Klyman Financial has a 5 star rating with 24 reviews.
When is Klyman Financial open?
Klyman Financial is closed now. It will open on Monday at 8:00 a.m.