Friday 8:00 - Noon
After hour meetings by appointment only
Klein Wealth Management provides a unique perspective which encompasses tax, small business as well as retirement planning and insurance.
We are comprised of financial, estate, and tax planners that are specialized in serving individuals, families, and businesses.
Our team approach ensures that our clients are receiving quality services for their planning needs.
Klein Wealth Management has been in business since 1983 and we maintain old fashioned values while staying on the precipice of today’s ever changing marketplace.
The goal of Klein Wealth Management is to partner with you
for the purpose of meeting your goals.
The areas of specialty that will be provided to you are:
Small Business Consulting
Tax Planning and Preparation
Because choosing a financial planner is a long term personal relationship, contact us for a complimentary one hour consultation. We will review your situation and provide you with our approach and how we could tailor your personal financial plan.
1 Block North on 249 Business (Tomball Parkway) and FM 2920 Right on Keefer Rd. (Landmark: Auto Zone) Office up 1/2 blk on the Right Hand Side