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Complimentary Consultation

Complimentary ConsultationSecond Opinion

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The Klaus Family

Our Services


Investments • Retirement Planning • Social Security Analysis
Mutual Funds • ETF’s • Annuities • Life Insurance
401k’s • IRA’s • Estate Planning • Business Succession Planning
Concentrated Stock Strategies • Income Strategies • Growth Strategies
Risk Management


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