- At Brown Kaplan + Liss we help our clients
make their dreams come true.We understand that your numbers are personal – they’re about your families, your business and your future. That’s why we work hard to customize our services to the needs of each client. Contact us for a consultation - we’ll listen and help determine the best plan of action for your specific circumstances.
Services at a Glance
Our strategic partnerships with an extensive network of trusted professionals help ensure that our clients see the best possible results across a range of services. When a client needs a referral we help her/him find the right banker, stock broker, lawyer, investment advisor or retirement plan consultant for her/his needs.
Learn more about our strategic alliances.