55 Sunnybrook Rd
Kalejta Financial Management has been delivering exceptional client service for over 20 years. We take pride in creating a unique and personal client experience. Whether you are just beginning your financial journey and setting your financial goals or have already achieved many of your goals, we are here to lend a hand. Please be sure to reach out to us with your questions surrounding financial planning, investments and insurance protection. The list below highlights some of our personalized services we pride ourselves on.
During your financial journey with our firm we will educate and convey the importance of planning for the future by:
When you’re ready to prepare for retirement (and we understand “retirement” has a different meaning for each of our clients) we continue the discussion on the above listed topics, plus so much more: