About Kaplan Financial

Kaplan Financial is a full service family owned financial services firm, that has been serving individuals, families, public schools, non-profit organizations and businesses in the DC Metro area since 1986.

Our advisors are fully trained to provide real solutions to real situations. Whatever your present situation is, we analyze your circumstances, evaluate your options and provide the type of solutions that are understandable and realistic.

Securities and investment advisory services offered through Registered Representatives of Cadaret Grant & Co., Inc., member NASD/SIPC.