Our Services

Klein Investment Services is a full-service investment and financial planning firm with 8 registered associates offering an average of 18 years of industry experience. We provide access to products and services to both KleinBank’s individual customers and business customers.

Financial Services

  • Retirement Plans
  • Financial Reviews
  • Asset Allocation
  • College Savings
  • Business Planning
  • Estate Planning

Investment Services

  • Tax-Management Strategies
  • Socially-Responsible Investing
  • Mutual Funds
  • Fixed and Variable Annuities
  • Exchange Traded Funds
  • Separate Managed Accounts
  • Traditional & Roth IRAs
  • Insurance
  • Stocks and Bonds
  • Brokered CDs