Jonathan Kaplan, Financial Advisor located in Wallingford, CT

Financial Advisor
Jonathan B Kaplan

AAMS®
329 Main Street #102, Route 150, Wallingford, CT 06492opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Running
  • Volunteering
  • Traveling

Team Members

  • Dena Virgulto
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(203) 294-1305

Fax

(888) 861-0179

Office Address

329 Main Street #102
Route 150
Wallingford, CT 06492opens in a new window

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