Kramer Wealth Managers

General Information
Company Name
Kramer Wealth Managers
Founded Year
1985
Location (Offices)
Frederick, United States +2
Founders / Decision Makers
Number of Employees
8
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Kramer Wealth Managers - Company Profile

Kramer Wealth Managers, founded in 1985, is a full-service financial planning practice specializing in Financial Services and Wealth Management. The company focuses on helping clients envision their future, take action, and measure results in areas such as wealth management, retirement saving and income planning, college saving, insurance strategies, estate design, and advanced tax strategies. Operating through its branch office at 9099 Ridgefield Drive, Suite 101, Frederick, MD 21701, Kramer Wealth Managers can be contacted at 240-379-6929 (Voice) and 240-439-6689 (VP) or through their website www.kramerwealth.com. Kramer Wealth Managers collaborates with Osaic Wealth, Inc., a member of FINRA/SIPC, for the provision of Securities and Investment Advisory Services. However, it is important to note that neither Osaic Wealth nor its registered representatives provide tax or legal advice. Additionally, investments in securities involve risk, including the potential loss of principal invested. The company strictly caters to individuals residing in the United States. It is crucial to seek advice from a tax or legal advisor for these matters. Although Kramer Wealth Managers and Osaic Wealth, Inc. do not endorse or accept responsibility for the content or the use of the third-party websites, their collaboration ensures a broader range of financial services to cater to their client base.

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