Foster Klima & Company

Foster Klima & Company

Financial Services 10900 Wayzata Blvd 67 employees
Employees
67
Contacts
4
Emails
4
Phones
1

Foster Klima & Company Overview

Headquarters
10900 Wayzata Blvd
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
67
Founded
1860
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Foster Klima & Company

Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth. Listening to you, Understanding your unique financial situation and providing Advice. The Living Confidently Mission To empower you to learn more about financial concepts, take ownership of your decision making, and prepare for your future. We seek to be your go-to educational resource for the tools you need to achieve a state of financial and emotional well-being. Creating Financial Confidence We start with what’s most important to YOU. From there, with your input, we individually tailor every plan to align with your vision, no matter how simple or complex. We commit to ongoing reviews in order to stay current with your needs. How do you benefit? Whether planning personally or for small businesses, our firm has experience in many areas; from basic individual planning up to complex Business Transition strategies. When you engage with a financial professional at Foster Klima, they can tap into the necessary experience to best serve your needs. Meanwhile, you can continue to grow your business or create more quality time with your family. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult with your tax, legal, or accounting professional regarding your individual situation. Foster Klima & Company, Inc. is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 10900 Wayzata Blvd, Suite 730, Minnetonka, MN 55305; 612-746-2200. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. 2024-174432 Exp. 5/26 © 2020 Foster Klima & Company

Foster Klima & Company Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
1
25.0% coverage

Foster Klima & Company Org Chart

Sample employees and titles
Name Title Contact
Clayton Litchfield Financial Representitive, Foster Klima & Co, Llc.
Email
William Brock Waterbury Director, Western Regional Manager at Guardian Life
Email
Erik Bohn Financial Advisor
Email Phone
Jacob Cassada Risk Product Case Manager at Foster Klima & Company
Email

Employees by Management Level

Individual contributor 20 profiles
Manager 4 profiles
Director 2 profiles
Associate / junior 2 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 9 9 2
Finance 9 8 3
Executive 2 2 0
Healthcare 1 1 1
Sales 1 1 0

Foster Klima & Company Tech Stack

Engineering 1 profile
Product / design 1 profile

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