Welcome to Klein Financial Services

Your well being is our concern

Klein Financial brings over two decades of experience, dedication and client commitment at the forefront of its services, under the headship of Claudette G. Klein, CFP Certified Financial Planner. *Credential History and Certificates available by clicking here

Investments

Invest your hard earned money wisely

Life Insurance

Make sure you are covered

Health Insurance

Choose from our wide variety of health insurance provider

Dental Insurance

Choose from our wide variety of dental insurance providers

“Integrity, efficiency and excellence, giving YOU security for the future with proven experience and benefits.”

CLAUDETTE G. KLEIN

Certified Financial Planner ™ practitioner

CA Insurance License # 0812194

Member, MDRT, The Million Dollar Round Table

NAIFA (National Association of Insurance and Financial Advisors (NAIFA)

Check the background of Ameritas Investment Company, LLC. or this investment professional on Ameritas Investment Company, LLC.

Products and Services

Life Insurance
Educational Fund (College 529 Plans and Coverdell plans)*
Health Insurance
Retirement Plans*
Disability Income Insurance

Mutual Funds*
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.

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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…

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News

June 4, 2010

Constant Follow-Up Is Key to Success

Central Life's 1993 Master Pacesetter is CLAUDIA GONZALES of the Altmann Agency in California. When you first meet Claudia, you see a poised individual with a smile on her face;…

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*Claudette Klein offers products and services using the following business names: Klein Financial Services – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC securities and investments | Ameritas Advisor Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Klein Financial Services or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

“Covered California,” “California Health Benefit Exchange”, and the Covered California Logo are registered trademarks or service marks of Covered California, in the United States.

The website is owned and maintained by Klein Financial Services, which is solely responsible for its content. This site is not maintained by or affiliated with Covered California, and Covered California bears no responsibility for its content. The e-mail addresses and telephone numbers that appear throughout this site belong to Klein Financial Services and cannot be used to contact Covered California.