Klein Financial Group Email Formats
Financial Services • 
2275 Silas Deane Hwy, Rocky Hill, United States • 11-20 Employees
Klein Financial Group Email Formats
Klein Financial Group uses 1 email format. The most common is {first name} (e.g., john@jayklein.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@jayklein.com | 100% |
Key Contacts at Klein Financial Group
Maria Conlon
Managing Director
David A Vessella
Agency Director
David Vessella
Agency Director
Company overview
| Headquarters | 2275 Silas Deane Hwy, Rocky Hill, Connecticut 06067, US |
| Phone number | +18602908788 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Services, Retirement Planning, Investment Services, Business Continuation Planning, Business Financial Planning, Key Person Protection, Disability And Long Term Care, Corporate And Estate Planning |
| Founded | 2025 |
| Employees | 11-20 |
| Socials |
About 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 (www.FINRA.org) and SIPC (www.SIPC.org), 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)
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Klein Financial Group has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Klein Financial Group has never raised funding before.
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