Jeffrey "Jeff" Klein

Credentials:
  • 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, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Retirement income solutions
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

Hobbies

Curling
Skiing
Photography

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

CRN202008-234829