About
Financial Advisor Jonathan B Kaplan AAMS® 329 Main Street #102, Route 150, Wallingford, CT 06492 opens in a new window Call Send Me a Message Send Me a Message Focus Areas Wealth Strategies Retirement Income Strategies Intergenerational Planning Estate & Legacy Strategies Focus Areas Wealth Strategies Retirement Income Strategies Intergenerational Planning Estate & Legacy Strategies Financial Advisor Certifications AAMS® Accredited Asset Management Specialist™ Personal Interests Golfing Running