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Bob Klein, CLU, ChFC

My practice was founded upon principles that place the utmost value on my clients’ financial goals and objectives. I'm in the business of building long-term, solid relationships that are based upon trust and quality client service.

My staff are experienced professionals with a “hands on” approach to client service. They are dedicated to providing the sound guidance, experience and customer care that my client's require.

If you have any questions or would like to meet to discuss your financial plans, please contact us.

Thank you for exploring this Web site and becoming acquainted with my office.