Klein Financial Group
At Klein Financial Group we believe in listening and understanding your current concerns and goals. Most important is to thoroughly review your cash flow needs, investments, and Retirement plans to assist you in meeting your goals, cash flow needs, and projected needs at Retirement. Additionally reviewing your current life insurance and discussing Options for Long Term Care. to work towards As your financial services provider, we are dedicated to helping you harness your financial potential in order to help you achieve your goals. Our staff of qualified, experienced consultants believes in providing unparalleled, high quality service to ensure that each of our clients receive unique, customized solutions that are tailored to address their unique goals and objectives. The ripple effect of this approach is designed to create a satisfied client base that is as committed to us as we are to them. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc.(ESI), Member FINRA and SIPC 119C Griswold Street, Suite 201, Glastonbury, CT 06033 (860) 430-1977. Maffe Financial Group is independent of ESI. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. TC74202(0613)
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Verified contacts
14
available on Kipplo
LinkedIn employees
19
1 to 10 range
Open roles
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no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- DA
David A Vessella
Agency Director · General Business & Management
EmailPhone - MC
Maria Conlon
Managing Director · General Business & Management
EmailPhone - JB
Jamie Boyce
Senior Case Manager · Customer/Client Service
EmailPhone - DL
David Levine
Registered Representative of Equity Services, Inc · Other
EmailPhone - GM
Greg MacHnicz
Agent · Sales & Business Development
EmailPhone - JM
Jay Maffe
President & CEO · Other
EmailPhone
Showing 6 of 14 verified contacts
Top roles at Klein Financial Group
12 distinct titles indexed · top 10 shown.
- 2agency director
- 1adviser
- 1agent
- 1empreado
- 1financial advisor
- 1financial cost analyst
- 1financial representative
- 1financial services representative
- 1managing director
- 1president & ceo
- +2more titles
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