Ari Jason Kaplan, Financial Advisor – Kaplan Family Financial, LLC

Ari Jason Kaplan, Financial Advisor, Kaplan Family Financial, LLC is a financial planner in Bridgewater, Massachusetts. The firm specializes in retirement planning, life insurance, long-term care insurance, individual disability insurance, and income annuities, serving individuals and families across the region. As a fiduciary advisor, Jason Kaplan takes a holistic approach focused on small businesses, pre- and post-retirees, young families, and wealth protection. He is a licensed financial professional with experience across multiple states, including those in the northeast corridor, and maintains an agency relationship with New York Life while offering a range of financial products. The firm is based at 2 Lakeshore Center, 2nd Floor, in Bridgewater, MA.

Jason Kaplan is a New York Life Insurance Company agent and a registered representative through NYLIFE Securities LLC. He has over nine years of experience in financial advising and emphasizes personalized planning, analysis, and preparation as foundational to financial success. His team includes his wife, Tanya Kaplan, who serves as office manager, and his son, Samuel Kaplan, who is a finance major and intern at New York Life. The firm offers resources such as financial calculators and videos to support client education and decision-making.

The business is located at 2 Lakeshore Center, 2nd Floor, in Bridgewater, Massachusetts. It is situated on a commercial road within a multi-building complex, serving the local community with financial planning services.

Ari Jason Kaplan has been recognized by Forbes as a 2024 Best-in-State Top Financial Security Professional, a distinction awarded based on qualitative and quantitative criteria, including the recommendation of professionals to family and friends. This recognition reflects the firm’s commitment to providing reliable, client-focused financial solutions.