Our Firm

Kaufman Insurance and Financial Group, L.L.C, was established by Jerald (Jerry) Kaufman, CLU, ChFC in July 1970. Jerry's son, Brian, joined the firm in July 1997.

Jerry and Brian run a full-service agency specializing in employee benefits, retirement plans and personal planning for professionals and high net worth clients. Clients count on us for customer focused solutions, proven expertise, and exceptional service. Our experience and vast knowledge continue to help employers, employees, individuals, and families become successful and stay successful. With every business, individual and family being unique, it is our mission and dedication to make their success our everyday focus.