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You have aligned yourself with various micro-managers to assist you with your financial decision making. These micro-managers are experienced in their particular areas. Without a macro-manager, you are left with the complex responsibility of tying all of your financial decisions together. Our presence may enable your micro-managers to better perform their services. In addition, our experience in helping to enhance wealth, distribution and conservation strategies can improve the overall performance of your plan. Remember, results are not guaranteed as investing does involve risk. The risk includes a potential loss of principal.
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Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC. 6440 S. Wasatch Blvd., Suite 150, Salt Lake City, UT 84121 (801) 424-0020. HTK is a wholly owned subsidiary of Penn Mutual. Klein Financial is independent of HTK. HTK does not offer tax or legal advice.
Mr. Klein is insurance and securities licensed in the states of Arizona (AZ), Idaho (ID) and Utah (UT), including California (CA) and New Mexico (NM) for securities and Texas (TX) and Washington (WA) for insurance only. This is not an offer or solicitation in any state where not properly licensed and/or registered.
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Klein Financial
4824 E. Baseline Road, Suite 135
Mesa, AZ 85206
Phone: (480) 981-1333
Fax: (480) 981-1413
E-Mail: mklein@htk.com
Map and Directions
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