Klyman Financial, New York NY

David and Yair are both knowledgeable about their great products and understanding of each individual's needs and concerns.

Klyman Financial was very professional and informative from beginning to end - they helped me save a lot of money which I would otherwise throw away- highly recommend them!

I highly recommend Klyman Financial. They are committed to serving their clients, professional, and very skilled at their work. They have helped prepare me for reaching my financial goals, all while providing the best client service. Moreover, they are patient and truly willing to invest time into their clients. They have provided me with a great portfolio for managing my assets. Thank you, Klyman Financial!

I got incredible support from the team at Klyman financial. They were able to organize my portfolio in a really effective way that was perfect for my unique circumstances. Any time I had any questions, I would always get a quick response and sound advice. Highly recommend this firm!

Very appreciative of David Klyman. He patiently walked through my budget and helped me understand what I need to do next to ensure long-term financial stability. Also very happy with the product I purchased. Definitely recommend!

Its really hard to find a financial services firm as reliable, trust worthy, and professional as Klyman Financial but they always deliver! Thanks for your fantastic advice and services. It's very special to have someone I can rely on for my financial future so thank you!

The Klymans are Caring Leaders who are looking out for their Clients and the Community.
They are Kind people, who are dedicated to Helping.
Thank you for your constant help

Klyman Financial were very helpful and answered all my questions in a very professional way. I couldn’t be happier with the financial advice I got and their amazing service. Thank you, Klyman Financial!

I have been working with Yair for over two years and could not have found someone more professional and knowledgeable. He is always available to answer any questions I have. I highly recommend him.

The Klymans are so patient, fun, and comforting. I really liked that we got to meet two times and felt that they really get to know me before making any financial recommendations. Highly recommended!

Amazing team, very reliable and great communication always on time! I will definitely continue to be a client.

I’ve been with the Klyman clan since day one, and can strongly attest to their loyal character and work ethic. Yair and David are superstars; “good enough” is simply not in their DNA. Not only will they share their blueprint to financial success, but they’ll go so far as to lay the brick road themselves to ensure you’re family will reap the benefits for years to come!

Klyman Financial is a very professional outfit and I couldn’t be happier with their services. Definitely recommend!

I loved working with Yair Klyman at Klyman Financial! He is very professional and you can tell that he really cares about his clients. He invested a lot of time in teaching me about how I should go about my finances. He then gave me very concrete financial advice and actionable next steps. I highly recommend Klyman Financial! I also think that the website is very informative and easy to navigate - you do not see that everywhere.

Yair and David are the two most trustworthy financial advisors I know. They are warm, friendly, and intelligent, and their solutions and products have benefited me and my family greatly. It’s been a pleasure working with this family office. I highly recommend it.