Your well being is our concern.

 

Investments

Invest your hard earned money wisely.

 

Life Insurance

Make sure you are covered

 

Health Insurance

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Dental Insurance

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Welcome to Klein Financial Services

Klein Financial Services brings almost three decades of experience, dedication, consistency & friendly customer service to their clients, 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.”

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

Products and Services

  • Life Insurance
  • Educational Fund (College 529 Plans and Coverdell plans)*
  • Health Insurance
  • Retirement Plans (401K, Rollovers, IRAs, Deferred Compensation)*
  • Disability Income Insurance
  • Mutual Fund Investment (as low as $25 per month)*
  • Mortgage Insurance
  • Personal Financial Planning*
  • Notarial Services (Mobile service available)
  • Long Term Care Insurance
Albums
June 19, 2013

KF Moments

Klein Financial Moments (KF Moments) is a collection of photos taken from conventions Ms. Klein has attended and her business trips.

Video
September 5, 2011

Claudette’s Aviva Ad

As one of Aviva's top agent Claudette Klein was commissioned to do a couple of ads for Aviva. Aviva created this video to show prospective agents what their top performers...
News
June 26, 2010

Claudette Klein, Century Club Award Winner…again!

We want to congratulate the award winners at the recent Aviva Leaders Club. Atendees included Cenco Associates, Jim & Lorraine Conaway; Marty & Cyndi DiSanto, Claudette Klein, John & Tracy…