Daniel L. Kramer, CPA, CFP® is the Managing Director of Kramer Financial Group. Dan began working in financial services as a Certified Public Accountant in 1984 at Ernst & Whinney (predecessor to Ernst & Young). Prior to starting Kramer Financial Group in 1996, Dan was a Controller and/or Chief Financial Officer for several different companies. Dan is a member of the AICPA and the Financial Planning Association and a former member of the Estate Planning Council of New York City. He holds the professional designations of CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). Dan is a frequent speaker for groups and organizations on topics ranging from investment management to tax and estate planning, and is the author of The Habits of Highly Satisfied Investors.
Kramer Financial Group is an independent fee-based financial planning firm. Our mission is to help clients protect, grow, and enjoy their assets.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 99 East Main Street,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- kramerfinancialgroup.com
- Keywords
- Financial Planning, Investment Management, Retirement Planning, Estate Planning, Insurance Planning, Group Retirement Benefits, Group Medical Benefits, Tax Planning.
- HQ
- Franklin, TN
- Competitors
- Athletic Propulsion Labs, Keystone International Capital Consultant Group LLC, Journey Financial Wellness, Retirement Plan Team, Inc., Third Bridge Group Limited, NorthernCross Partners, LLC, Drucker Consulting Group, Le Bilboquet, Merchant Adventure Investment Advisors, LLC, Kramer Wealth Managers.
Kramer Financial Group, Llc Questions
Kramer Financial Group, Llc's website is kramerfinancialgroup.com
Kramer Financial Group, Llc's LinkedIn profile is https://www.linkedin.com/company/kramer-financial-group-llc
Kramer Financial Group, Llc has
3 employees.
View email and phone details for 3
employees at Kramer Financial Group, Llc.
Kramer Financial Group, Llc's industry is
Financial Services
Kramer Financial Group, Llc's top competitors are
Athletic Propulsion Labs,
Keystone International Capital Consultant Group Llc,
Journey Financial Wellness,
Retirement Plan Team, Inc.,
Third Bridge Group Limited,
Northerncross Partners, Llc,
Drucker Consulting Group,
Le Bilboquet,
Merchant Adventure Investment Advisors, Llc,
Kramer Wealth Managers.
Kramer Financial Group, Llc's categories are Financial Services
Kramer Financial Group, Llc's founding year is 1996
