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Holistic Client Based Wealth Management

Proactive Planning for a Solvent Future

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

 

Financial Planning

Investment Management

College Funding

Insurance planning

Executive Benefits & Business Succession

Estate & Charitable Planning

 

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.

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1122 Kenilworth Drive, Suite 305
Towson, Maryland
21204-2146 United States

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  •  Tel: 410-825-5699
  •  Fax: 410-825-5745
  •  tbrown@josephklein.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Joseph Klein Associates, LLC are separate entities from LPL Financial. Investments products and services are available only to residents of: CA, CO, CT, DC, DE, FL, IL, MA, MD, MI, NJ, NY, PA, VA, and VT.

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