Alex Klein

Alex Felipe Klein

Financial Advisor

FINRA BrokerCheck
  • CA License: #0H01503

500 Bi County Blvd, Ste 200E
Farmingdale, NY 11735
516-454-5263 Visit my website

About my practice

Most people spend more time planning a vacation than they do their financial future, that is why our financial planning process is simple yet powerful. We can work with you to protect your family, build wealth strategically, and implement a retirement income strategy at retirement. Our process: Identify your goals, create a plan, implement it, review it periodically. If that makes sense lets talk.

Get in touch

Google Map