Michael B. Kaplowitz, JD, CFP, operates as a dedicated financial services professional through his firm affiliated with Securities America. With a strong legal and financial background, Kaplowitz offers tailored investment strategies and comprehensive wealth management solutions designed to help clients build, manage, and preserve their assets. Specializing in retirement planning, insurance products, and financial advice for individuals and families, his approach is rooted in personalized service and long-term relationships.

He places a strong emphasis on financial literacy and transparent client communication, ensuring that clients are educated and confident in their financial decisions. As a Certified Financial Planner (CFP), Michael Kaplowitz adheres to the industry’s highest fiduciary standards. His affiliation with Securities America, a well-established independent broker-dealer, allows him access to a broad range of financial instruments while maintaining objectivity in client service.

Serving the greater Somers, NY community, he is known locally for his civic engagement and public service, which enrich his understanding of clients’ diverse financial needs. His practice helps guide clients at all stages of life through sound financial planning rooted in experience, ethics, and trusted counsel.

Website: http://www.mikekaplowitzinvestments.com/location.cfm

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment management
– Insurance solutions (life, disability, long-term care)
– Estate and legacy planning
– Tax-efficient financial strategies
– Risk management and asset protection
– College savings planning