Klein Financial Services brings forth Dedication, Experience & Credibility at the forefront of our services, under the headship of Claudette G. Klein, Certified Financial Planner we guarantee...
"Integrity, efficiency and excellent service in providing you your financial security and long term financial wealth."
Products and Services:
Educational Fund (College 529 Plans and Coverdell plans)
Retirement Plans (401K, Rollovers, IRAs, Deferred Compensation)
Mutual Fund Investment (as low as $25 per month)
Personal Financial Planning
Long Term Insurance
Notarial Services (Mobile service available)
Long Term Care
CERTIFIED FINANCIAL PLANNER ™ practitioner
CLAUDETTE G. KLEIN
Certified Financial Planner ™ practitioner
CA Insurance# 0812194
Member, MDRT, The Million Dollar Round Table
NAIFA (National Association of Insurance and Financial Advisors (NAIFA)
Check the background of Ameritas Investment Corp. or this investment professional on FINRA’s BrokerCheck
Securities and investment advisory sevices offered through Ameritas Investment Corp. (AIC), Member FINRA and SIPC Klein Financial and AIC are not affiliated.
This is not an offer of securities in any jurisdiction, nor is specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of CA and NV.
Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor for attorney regarding your situation.