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 an independent financial firm that offers a multi-faceted approach to help meet client’s 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 access to your account information as well as 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.
Investing for Impact
KLG Financial Solutions is acutely 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 of national crisis. Our office has technology available to conduct business over the telephone and in a virtual environment. If you would like to schedule a telephone call or a virtual meeting through your computer, please let us know. As we closely monitor the instructions and guidance of the CDC, we will be adjusting our policy as necessary. The health and safety of our clients, staff and community are our greatest concern. Thank you for your business and for your patience and understanding during this time.
Investment Adviser Representative
Wealth Management Assistant