KLEIN FINANCIAL GROUP

KLEIN FINANCIAL GROUP

Financial Services United States 18 employees
Employees
18
Contacts
2
Emails
2
Phones
1

KLEIN FINANCIAL GROUP Overview

Headquarters
United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
18
Founded
2025
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About KLEIN FINANCIAL GROUP

At Klein Financial Group we believe in listening and understanding your current concerns and goals. Most important is to thoroughly review your cash flow needs, investments, and Retirement plans to assist you in meeting your goals, cash flow needs, and projected needs at Retirement. Additionally reviewing your current life insurance and discussing Options for Long Term Care. to work towards As your financial services provider, we are dedicated to helping you harness your financial potential in order to help you achieve your goals. Our staff of qualified, experienced consultants believes in providing unparalleled, high quality service to ensure that each of our clients receive unique, customized solutions that are tailored to address their unique goals and objectives. The ripple effect of this approach is designed to create a satisfied client base that is as committed to us as we are to them. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org), 119C Griswold Street, Suite 201, Glastonbury, CT 06033 (860) 430-1977. Maffe Financial Group is independent of ESI. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. TC74202(0613)

KLEIN FINANCIAL GROUP Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

KLEIN FINANCIAL GROUP Org Chart

Sample employees and titles
Name Title Contact
Greg Machnicz Account Executive Step Saver Inc.
Email
Jamie Boyce Office Manager
Email Phone
Robert B. Supon Maffe Financial Group: Advocate
View

Employees by Management Level

Individual contributor 4 profiles
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 1
Executive 1 1 1
General 1 1 1
Sales 1 1 0

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