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Klein Wealth Management

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as a recognized authority (cfa®, cfp®, published author) in the areas of security analysis, investment management, and philanthropic services, klein wealth management puts its knowledge base to work for affluent individuals, retirees, corporations, and private foundations. our commitment as portfolio managers and advisors is to provide client-tailored financial insights and education. at klein wealth management, we are dedicated to providing our clients with comprehensive wealth management services. we dive deeply into questions of importance and are passionate about creating truly valuable solutions. we seek to make a meaningful impact in the lives of each of our clients. information and advice—the right kind shared at the right time in your life—can help you reach your goals with potentially greater success than you thought possible. and the more sophisticated your financial life is, the more critical this information and advice becomes. our approach, coupled with hightower’s vast

Headquarters:
445 Broad Hollow Road, Suite 332, Melville, New York, United States, 11747
Industry:
Financial Services
Founded:
2013
Employees:
0
Annual Revenue:
-

Type: Private
Ticker: -
Estate PlanningInsurance PlanningEndowments/FoundationsPhilanthropic PlanningRetirement PlanningWealth ManagementFinancial PlanningFamily & Generational Planning

Frequently asked questions about Klein Wealth Management

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Where is Klein Wealth Management located?

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Klein Wealth Management's headquarters is located at 445 Broad Hollow Road, Suite 332, Melville, New York, United States, 11747

How many employees does Klein Wealth Management have?

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Klein Wealth Management has 0 employees

What industry does Klein Wealth Management belong to?

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Klein Wealth Management is in the industry of: Financial Services

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Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Calling Distro an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distro is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

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Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distro — each module is as full featured as any standalone competition.

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VP Digital Marketing

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