Contact Us

Klein Financial, LLC

PO Box 21074
Mesa, AZ 85277
Office: (480) 981-1333  |  mike@kleinfinancialllc.com

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA / SIPC . Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc..  Insurance offered through Klein Financial, which is not affiliated with Osaic Wealth, Inc..  Neither Osaic Wealth, Inc., nor its representatives, provide tax or legal advice.

Please Note:  This site may contain links to information contained on third-party websites. We do not endorse or accept responsibility for the content of any third-party website nor are we affiliated with them.

Mr. Klein is insurance and securities licensed in the states of AZ, CA, IA, ID, TX, and UT; as well as CO, FL, MA, MT, NC, NJ, NM, NV, NY, OR & WA for securities only and NM and WV for insurance only. CA Insurance License #0G79357.  No offers may be made or accepted from any resident outside the specific states referenced.

This is not an offer or solicitation in any state where not properly licensed and/or registered. A5TM-0317-08E3

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.