Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ely? Claim Your ProfileEly Kaplansky is a registered Investment Advisor Representative with Integrated Wealth Concepts LLC. Ely is also the CEO of Kaplansky Insurance, a role Ely has held since 1974. Ely is registered in Massachusetts and has been active in the industry for over 45 years. The Integrated Wealth Concepts LLC office in Needham, MA is Ely's primary location.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
11/28/2017 - Present
Integrated Wealth Concepts LLC (Needham MA)
Active
Inactive
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