Joseph Klein Associates is a financial and estate planning firm offering comprehensive advice and management.

Since 1960, we have built a reputation based on honesty, dedication to service and placing our clients’ goals and interests first. Our primary focus is to learn what really matters to you and coordinate all aspects of your financial and legacy planning. We employ a team based approach, bringing different areas of expertise in collaboration with your other advisers as appropriate in order to achieve a holistic, integrated financial and wealth management plan.