Jeffrey M. Klein

  • CFP®

Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Estate Planning, Business Owners, LGBTQ, Group Benefits, College Funding Strategies

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See Jeffrey’s Licenses and Disclosures

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Contact Jeffrey

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Barnum - New York Elmsford

Satellite Office

565 Taxter Road, Suite 625
Elmsford, NY 10523