With Klein Investment Services you not only get experience in one area, but rather an entire group of individuals working to ensure that your unique financial needs are addressed. We work hard to establish a relationship with our clients that is built on trust, integrity, experience and teamwork.

Randy Cunliffe, RICP®, Financial Consultant

Randy works with clients to balance risk and reward with a primary focus on helping clients create a comfortable income plan for retirement. To many clients, investing money is emotional. Randy’s simplistic approach of creating “buckets” may take the worry out of the process.

Randy received his securities registration in 1982, and is accredited through the American College as a Retirement Income Certified Professional®. Social Security, Profit Sharing (401k), Pension and longevity planning tend to be his favorite topics of conversation with his clients.

Randy is a graduate of California State University, Long Beach, California. He and his wife, Lorna, have raised 2 kids and have lived in Excelsior for more than 25 years. Hobbies include playing the guitar, traveling, gardening during the short season and shoveling snow during the long season!

Randy can be reached directly at (952) 442-7208 or by email at r.cunliffe@kleinbank.com.

Klein Investment Services

LPL Financial – LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.  For more information about LPL Financial, visit www.lpl.com.

For more information about how I may be able to help you pursue your financial goals, please contact me.