Jeff Klein Email & Phone Number
Owner and Partner @ Michael Roberts Associates, Inc.
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Jeff Klein Location
- East Syracuse, NY, US
Jeff Klein Work
- 1991 - now Owner and Partner @
- 1991 - now CERTIFIED FINANCIAL PLANNER™ @
- 2007 - 2016 Committee Member @ Red Cross
- 2008 - 2015 Board Member and Treasurer @ The Gingerbread House
- 2010 - 2012 Past Board Member @ FPA of CNY
- 2005 - 2009 Past Board Member @ The Estate Planning Council of CNY
Jeff Klein Education
- Alfred University
BS (Finance)
1986 - 1991 - College for Financial Planning
Jeff Klein Skills
- Estate Planning
- 401k Rollovers
- Portfolio Management
- Wealth Management
- Long Term Care Insurance
- Asset Management
- Sales
- Team Building
- Gifting Strategies
- Retirement Income Planning
- Strategic Financial Planning
- Life Insurance
- Retirement Planning
- Social Media
- Business Strategy
- Financial Planning
- Accounting
- Asset Managment
- Microsoft Excel
- Research
- Microsoft Office
- Strategic Planning
- Customer Service
Jeff Klein Summary
- Jeff Klein, based in East Syracuse, NY, US, is currently a Owner and Partner at Michael Roberts Associates, Inc.. Jeff Klein brings experience from previous roles at Michael Roberts Associates, Inc., Red Cross, The Gingerbread House and FPA of CNY. Jeff Klein holds a 1986 - 1991 BS in Finance @ Alfred University. With a robust skill set that includes Estate Planning, 401k Rollovers, Portfolio Management, Wealth Management, Long Term Care Insurance and more. Jeff Klein has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Michael Roberts Associates, Inc. Employees
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