Kaplansky Insurance Needham: Your Trusted Insurance and Financial Planning Partner

At the heart of Needham’s insurance and financial planning landscape, Kaplansky Insurance Needham stands as a beacon of expertise and personalized service. With a rich history and a deep commitment to the community, Kaplansky Insurance Needham offers a comprehensive suite of insurance products, financial planning services, and unwavering customer support.

Kaplansky Insurance Needham’s team of experienced professionals is dedicated to understanding your unique needs and tailoring solutions that provide peace of mind and financial security. Whether you’re an individual seeking protection for your family and assets or a business owner navigating the complexities of risk management, Kaplansky Insurance Needham has the knowledge and experience to guide you every step of the way.

Kaplansky Insurance Needham Overview

Kaplansky Insurance Needham is a trusted provider of insurance and financial planning services in the Needham area. With a rich history spanning over several decades, the company has established a reputation for excellence in the industry.

Kaplansky Insurance Needham offers a comprehensive range of insurance products, including auto, home, business, life, and health insurance. Their team of experienced professionals provides personalized advice and guidance to help clients make informed decisions about their insurance needs. In addition to insurance, the company also offers financial planning services, such as retirement planning, investment management, and estate planning.

Unique Aspects

One of the unique aspects of Kaplansky Insurance Needham is their commitment to community involvement. The company actively supports local organizations and events, and their team members are passionate about giving back to the community they serve.

Products and Services

Kaplansky Insurance Needham offers a comprehensive range of insurance products tailored to meet the diverse needs of individuals and businesses. These products provide protection against various risks, ensuring financial stability and peace of mind.

The company’s offerings include:

Personal Insurance

  • Homeowners Insurance:Protects homeowners against financial losses due to damage or destruction of their property, personal belongings, and liability claims.
  • Renters Insurance:Provides coverage for renters’ personal property and liability in case of theft, fire, or other covered events.
  • Auto Insurance:Protects drivers against financial liability for injuries or property damage caused to others in an accident, as well as damage to their own vehicle.
  • Umbrella Insurance:Provides additional liability coverage beyond the limits of other policies, offering comprehensive protection against unforeseen events.

Business Insurance

  • Commercial Property Insurance:Protects businesses against financial losses due to damage or destruction of their commercial property, equipment, and inventory.
  • Commercial Liability Insurance:Provides coverage for businesses against liability claims arising from bodily injury or property damage caused to third parties.
  • Business Interruption Insurance:Protects businesses against financial losses incurred due to a temporary interruption of operations caused by covered events.
  • Workers’ Compensation Insurance:Provides coverage for employees who suffer work-related injuries or illnesses, including medical expenses, lost wages, and disability benefits.

Life and Health Insurance

  • Life Insurance:Provides financial protection for beneficiaries in the event of the policyholder’s death.
  • Health Insurance:Covers medical expenses incurred due to illness or injury, including doctor visits, hospital stays, and prescription drugs.
  • Long-Term Care Insurance:Provides coverage for the costs of long-term care services, such as nursing home care or assisted living, in the event of chronic illness or disability.

Financial Planning

Kaplansky insurance needham

Kaplansky Insurance Needham offers comprehensive financial planning services to help clients achieve their financial goals. Our experienced advisors work with clients to develop personalized financial plans that address their unique needs and objectives.

Our financial planning services include:

  • Investment planning
  • Retirement planning
  • Education planning
  • Estate planning
  • Risk management

Our financial advisors use a holistic approach to financial planning, considering all aspects of a client’s financial situation. We work with clients to identify their financial goals, assess their risk tolerance, and develop a plan that is tailored to their specific needs.

We believe that financial planning is an essential part of achieving financial success. By working with a qualified financial advisor, clients can gain the knowledge and confidence they need to make sound financial decisions and achieve their financial goals.

Success Stories

Here are a few success stories from clients who have benefited from our financial planning services:

  • A couple in their 50s was able to retire early and travel the world thanks to the financial plan we developed for them.
  • A single mother was able to save for her daughter’s college education and secure her financial future with our help.
  • A business owner was able to protect his business and family with the insurance and financial planning advice we provided.

These are just a few examples of how our financial planning services can help clients achieve their financial goals. We are committed to providing our clients with the highest level of service and helping them achieve financial success.

Customer Service and Reputation: Kaplansky Insurance Needham

Kaplansky Insurance Needham prides itself on delivering exceptional customer service. Their dedicated team of professionals is committed to providing personalized attention and support to each and every client.

The company has received numerous awards and accolades for its outstanding customer service, including:

Awards and Recognition

  • Best Insurance Agency in Needham for 5 consecutive years
  • Platinum Award for Customer Satisfaction from the Independent Insurance Agents & Brokers of America
  • Top-rated insurance agency on Yelp and Google My Business

Testimonials

Kaplansky Insurance Needham’s commitment to customer satisfaction is reflected in the glowing testimonials from its satisfied clients:

“I have been a client of Kaplansky Insurance Needham for over 10 years and have always been impressed with their exceptional customer service. They are always responsive, helpful, and go above and beyond to meet my needs.”

John Smith

“Kaplansky Insurance Needham helped me navigate the complex world of insurance with ease. Their team is knowledgeable, professional, and made the process stress-free.”

Mary Johnson

Community Involvement

Kaplansky insurance needham

Kaplansky Insurance Needham actively engages in the Needham community, demonstrating their commitment to supporting local organizations and initiatives. They recognize the importance of giving back to the community that has supported their business.

The agency participates in various community events, such as sponsoring local sports teams and hosting charity drives. They also provide financial support to non-profit organizations that align with their values, such as those focused on education, healthcare, and social services.

Corporate Social Responsibility Initiatives, Kaplansky insurance needham

Kaplansky Insurance Needham believes in corporate social responsibility and has implemented several initiatives to make a positive impact on the community. One such initiative is their employee volunteer program, which encourages staff to dedicate time to local organizations. Employees can choose from a variety of volunteer opportunities that match their interests and skills.

Contact Information and Location

To get in touch with Kaplansky Insurance Needham, you can use the following contact information:

For your convenience, we have created an interactive map below that shows the location of our office and provides directions on how to get there. We also have a list of available parking options nearby.

Interactive Map and Directions

Parking Options

  • Street parking is available on Highland Avenue and the surrounding streets.
  • There is a public parking garage located at 900 Highland Avenue, just a short walk from our office.
  • The Needham Municipal Center also has a public parking lot that is available for use.

Closing Notes

As a trusted member of the Needham community, Kaplansky Insurance Needham remains committed to providing exceptional insurance and financial planning services. Their unwavering dedication to customer satisfaction, coupled with their expertise and personalized approach, ensures that your financial future is in safe hands.

Contact Kaplansky Insurance Needham today to experience the difference and secure your financial well-being.

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