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Complimentary Consultation



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The Klaus Family

Our Services

We help with Retirement Planning, Investments, Stocks, Bonds, Mutual Funds, ETF’s, Annuities, Life Insurance, 401k’s, IRA’s, Social Security, Estate Planning, Business Succession Planning, Concentrated Stock Strategies, Income Strategies, Growth Strategies, Risk Management and more!

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Why Klaus Financial Group?

  • 25+ years of experience.
  • An independent Financial Advisor
  • We’re different than the Big Banks & Wall Street Firms.
  • We understand investing can be confusing & intimidating.
  • We’ll take the time to talk to you in a simple, easy to understand way.
  • Choice of custodians – Charles Schwab, Fidelity, Pershing & TD Ameritrade.

Eric Klaus

Ronald Castro

With over 25 years of experience on “Wall Street” – PaineWebber, Merrill Lynch, Bank of America, Ameriprise – Eric founded the Klaus Financial Group based upon a simple principle – “We’re here to help.”

Born in Chicago, Eric grew up on Long Island, NY, attended the University of Richmond in Virginia and has called Tampa Bay his home since 1998. Eric has been married to his wife Jennifer for over 20 years, and has three children that are the pride of his life – Kennedy, Eryn and Ben.

Klaus Financial Group