ABOUT US
Group photo of The Kremer Group
Standing from left to right: Rob Kremer, AIF®, Senior Vice President/Investments, David Kremer, Retired
Seated from left to right: Stephanie Jaso, Financial Advisor Associate, Heidi Meyer, Client Service Associate

 

The Kremer Group was formed in 1996 by David Kremer and Robert Kremer.  Dave retired in 2019, and Rob and his team continue to help people make informed decisions about their money and provide customized guidance, quality products, and personal service to a select group of families.

We have created a multigenerational practice committed to helping our clients find strategies to problems around life and money.  We do this by taking the time to sit down with our clients, to learn about their situation, and discuss what is important to them.  Each client is unique, and we create a plan tailored to their situation.

We create long-term relationships with our clients, working with them to provide strategies for the challenges they face over their lifetimes.  Here's an example of what a timeline may look like:

Flow chart showing services for different stages of life. Young Families: Life Insurance, Education Funding, Starting an Investment Plan. Middle Age: Retirement Planning, Tax-Reduction Strategies, Disability Insurance, Investment Management. Seniors: Income Strategies Long-Term Care Insurance, Estate Planning Strategies