• Klein Wealth Management

    • Insurance
    • Investment Services
    • Financial Planning Consultants
    • Accountants - Certified Public
    1427 Keefer Rd.
    Tomball, TX 77375
    281-370-0300
    281-370-2568 (fax)
    Hours:
    Monday thru Thursday 8:30 - 5:30
    Friday 8:00 - Noon
    After hour meetings by appointment only

    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 read more
    • About

      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 approach ensures that our clients are receiving quality services for their planning needs.

      Klein Wealth Management has been in business since 1983 and we maintain old fashioned values while staying on the precipice of today’s ever changing marketplace.

      The goal of Klein Wealth Management is to partner with you
      for the purpose of meeting your goals.

      The areas of specialty that will be provided to you are:

      Estate Planning
      Retirement Planning
      Small Business Consulting
      Investment Planning
      Tax Planning and Preparation
      Protection Planning

      Because choosing a financial planner is a long term personal relationship, contact us for a complimentary one hour consultation. We will review your situation and provide you with our approach and how we could tailor your personal financial plan.

    • Highlights

    • Media

    • Whom to Contact

    • 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