Merrill Lynch Financial Advisor Jeff Kaplan - Delray Beach, Florida

Jesse H.

Jeff Kaplan has been providing me world class financial insights for almost a decade now. He uses safe and effective strategies for making his clients strong returns. I love his focus on liquid assets with high yields. It has been super easy for me to follow his line of thinking on investment recommendations over the years.

I know with 100% certainty that my money is in good hands with Jeff. If you’re looking for a financial advisor or asset manager to grow your wealth, Jeff can become a great resource for you and your family.

Michael S.

I've had the pleasure of working with Jeff as my financial advisor for the past two years, and I couldn't recommend him highly enough! His expertise and guidance have been invaluable in helping me make informed decisions about my financial future.

Jeff is more than just a financial advisor - he'a a trusted partner who takes the time to understand your unique goals and concerns. He's always available to answer questions and provide clear explanations of complex financial concepts

His extensive knowledge of the financial industry and stay up-to-date on the latest market trends has given me peace of mind, knowing that I'm in good hands. Whether it's planning for retirement, managing investments, or navigating major life changes, Jeff has been a steady presence throughout.

What sets Jeff apart is his ability to balance technical expertise with empathy and compassion. He truly care about his clients' well-being and is dedicated to helping them achieve their financial goals.

Jivka A.

I've had a great experience with my financial advisor Jeff Kaplan. Jeff was able to roll over my old 401k and assisted me in maximizing the returns on that account. Furthermore, he educated me on a high yield savings account that was best suited for my needs and informed me of my options in regard to IRAs and SEP accounts. Jeff has worked tirelessly to set up the financial portfolio I've had in mind for years, the prospect of which was daunting. He made everything much more palatable which in turn, has helped me meet my financial goals. He's been informative, patient and knowledgeable & I wouldn't hesitate to recommend him to at friend and/ or relative.

Kevin C.

Jeff has been instrumental in helping me achieve my financial goals. His depth of knowledge, attention to detail, and proactive approach have made working with him a pleasure. He is always available to answer questions and provides clear explanations that make financial concepts easy to understand. I appreciate his professionalism and dedication to my financial well-being. I highly recommend Jeff to anyone in need of a reliable and experienced financial advisor.

Gino C.

Jeff has provided outstanding guidance on all my financial inquiries and delivered excellent service tailored to my financial planning goals. He takes the time to understand your individual needs, ensuring you receive top-notch service. I highly recommend reaching out to him!

Jay F.

Jeff is the best financial advisor that I have ever worked with. So far every move that he has made has been smart and profitable and he really cares about me as a long-term client and takes all of my goals into consideration Highly recommend

Magdalen A.

Jeff has given me exceptional service whenever I would need him. Not only is he knowledgeable but he was always very clear with the steps and processes involved so I knew just what to expect. He had a clear picture for my future and goals and has set me up to achieve it!

Kamren T.

Jeff has always gone above and beyond with anything I have asked. He always explains in detail with language I understand. His knowledge about the market and holistic approach to investing has really help me achieve my goals! Thank you Jeff for all you do!