Jeffrey M. Klein

    Credentials:
    • CFP®

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

    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

    Check the background of this investment professional on FINRA’s BrokerCheck

    By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.

    Barnum - New York Elmsford

    Satellite Office

    565 Taxter Road, Suite 625
    Elmsford, NY 10523

    CRN201812-180567