• Klein Integrated Wealth Management

    • Insurance
    • Investment Services
    • Financial Planning Consultants
    • Accountants - Certified Public
    994 Village Square Dr.
    Bldg. 2, Condos C&D
    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

      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

    • Whom to Contact

      • Judy Bode
        Financial Advisor
      • Michael Bradfield
        Financial Advisor
      • Frankie Holderrieth
        Operations Manager
        Phone: (281) 370-0300
      • Lori Klein Quinn
        CPA/PFS. MS. CFP. CFS
        Phone: (281) 370-0300
    • 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