Loading

We are financial advocates for our clients.

Michael Bradfield

michael_big

Contact Phone

Call: (281) 370-0300

E-mail

mbradfield@kleinwealthmgmt.com

Michael Bradfield

Financial Advisor

Michael brings his experience as a former business owner to the Klein Wealth Management team. He spent 13 years as a drilling services business owner and the last 8 years as a financial advisor. His years of experience owning and running his own business gives him insight into the difficulties that business owners face on a daily basis. He has spent the last 8 years as a financial advisor helping business owners and individuals with their retirement, protection, and income planning needs. Michael also works with charitable organizations on investing their money for income.

Michael holds registrations (Series 7 and 66) from the Financial Industry Regulatory Authority (FINRA) which enables him to help his clients meet their investment, retirement, and retirement income objectives. He also maintains Life, Health, and Disability insurance licenses for the state of Texas and uses his broad knowledge of insurance and annuity products to help clients meet their wealth preservation, retirement income, and legacy needs.

Michael enjoys golf, fly fishing, and rock/fossil collecting. He often attends and plays in charitable golf tournaments for charities in the Tomball and surrounding areas. He makes an annual trek to the mountains of Wyoming for fly fishing.

Why work with the Klein Team?

We pair dedication and experierence with
innovative solutions to assist our clients in
all aspects of financial planning
and future building.

ABOUT US

Our Mission is to understand and serve the financial needs of our clients with quality solutions and compassionate care.

CONTACT

1427 Keefer Road
Texas, TX 77375
(281) 370-0300
info@kleinwealthmgmt.com

SOCIAL

Join our social networks, get news and updates.

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

Copyright © 2019 Palm