Klein Wealth Management

  • Insurance
  • Investment Services
  • Financial Planning Consultants
  • Accountants - Certified Public
1427 Keefer Rd.
Tomball, TX 77375
281-370-0300
281-370-2568 (fax)
Hours:
Monday thru Thursday 8:30 - 5:30
Friday 8:00 - Noon
After hour meetings by appointment only

About Us

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 read more
  • About

    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:

    Estate Planning
    Retirement Planning
    Small Business Consulting
    Investment Planning
    Tax Planning and Preparation
    Protection Planning

    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.

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  • Whom to Contact

  • Directions

    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