Joseph Klein Associates, LLC, founded in 1960, is a financial management and planning firm. It works with both individuals and business owners. It provides many services including setting up insurance and employee benefit plans, 401(k) and retirement as well as will and estate support. It is also a full life insurance brokerage and works with medical underwriters to create comprehensive plans. Visit its website or give the office a call to learn more about its history, staff and schedule a consultation.