Hanover Road Professional Center
367 Route 120, Unit B-4
We Help You Grow The Life You Want
Community-focused investing for the socially conscious.
We create financial strategies tailored to your goals.
Financial Planning • Insurance • Tax Preparation • Investments
Welcome! KLG Financial Solutions is a financial firm that offers a multi-faceted approach to help meet clients' growing financial needs. Our mission is to help clients develop and maintain a comprehensive financial strategy that may fit their unique situation. Karen's services cover all areas of financial management including income tax planning, retirement planning, investment strategies, risk management and estate preservation.
We established this website for current and prospective clients. If you are already our client, you will find a variety of educational resources and calculators. If you are considering using KLG Financial Solutions for your financial services, you will find information that explains who we are and how we can help you.
We are thrilled to announce that KLG Financial Solutions recently joined Green Future Wealth Management in a step to expand the financial care, planning and management we offer! To learn more about Green Future Wealth Management, please visit greenfuturewealth.com.
KLG Financial Solutions is aware of the public health concern due to the COVID-19 coronavirus, and we have a business continuation plan in place to serve our clients during this time. We continue to monitor the instructions and guidance of the CDC, and will adjust our policies accordingly. We have resumed in-person meetings and masks are at our clients' discretion. We continue to offer virtual or phone meetings if preferred.
Investment Adviser Representative
Wealth Management Assistant