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Klein Financial Services, CFP

Address: 999 Commercial St. Suite 107, Palo Alto, CA 94303 USA
E-mails: Insurance and Financial Services – [email protected]
Securities and Investments – [email protected]
Telephone: (650) 858-8065
Fax: (650) 618-2070 or (650) 565-8949
Mobile Phone Number: (650) 387-4098
Website: https://www.claudetteklein.com

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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.