Veteran’s Day Dedication
We will be opening up a Klein VA Memorial Garden on November 11th, 2019 to honor those in the military. Klein Wealth Management Building Monday, November 11, 2019 Open House from 5 p.m. – 7...
And we do it with heart and purpose.
Upcoming Events
Cyber Security Seminar
Don’t be the next victim of Cyber Attacks, Breaches, Hacktivists, Threats and Targets. Wednesday, October 16th, 2019 6:30 p.m. – 8:20 p.m. Lone Star College – TomballElmer...
Many of Klein’s events and seminars have benefited
the community. We pride ourselves in providing our
clientele and the community with prudent information that affects their financial livelihood.
Some of our previous events include “Planning Against Hunger,” “Pancake Breakfast with Santa” and “CWJF Gala Night.” Please check out our Community Involvement page for more galleries and information about our past events.
ABOUT US
Our Mission is to understand and serve the financial needs of our clients with quality solutions and compassionate care.
CONTACT
Tax, Accounting, & Business Services Offered Through L. Klein & Co., P.C., a registered CPA firm.
Financial Services offered through Klein Financial Services, L.P., not a CPA firm.
Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA) Securities offered through J. W. Cole Financial, Inc. (JWC) Member
FINRA/SIPC. Klein Wealth Management, L. Klein & Co., P.C., and Klein Financial Services, L.P. are not affiliated with JWC/JWCA
Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Klein Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state
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