Klein Integrated Wealth Management
Categories
InsuranceAccountants - Certified PublicFinancial Planning ConsultantsInvestment Services
- 994 Village Square Dr. Bldg. 2, Condos C&D Tomball TX 77375
- (281) 370-0300
- (281) 370-2568
- http://www.kleinwealthmgmt.com
Hours:
Monday thru Thursday 8:30 - 5:30
Friday 8:00 - Noon
After hour meetings by appointment only
Driving 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
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 that are specialized in serving individuals, families, and businesses.
Our team app
Rep/Contact Info
Lori Klein Quinn
CPA/PFS. MS. CFP. CFS
- Phone: (281) 370-0300
