Our Firm




Our Mission



Being a leader in the insurance and financial services industry means continually striving for improvement and meeting our clients’ individual needs. To keep pace with those objectives, Kramer Financial Solutions has access to new products, enhanced product features, the highest rate of quality service, and pioneered new technologies. We understand that we have to earn the right to earn your business, and if given the opportunity, provide you with a top-drawer portfolio. Breaking new ground is part of our tradition. The asset of yours we cherish the most is your trust. 





Our Core Values



We understand that we have to earn the right to earn your business and if given the opportunity, provide you with a top-drawer portfolio. Our focus will be driven by:



  • Your Goals & Objectives
  • Investment Philosophy
  • Propensity for Risk
  • Time Tables