Angie Klein, RICP® - Wilmington Advisors @ M&T

Services Offered

• Financial Planning
• Investment Guidance
• Retirement Planning

About

Angie Klein is a financial advisor based in New Holland, Pennsylvania, affiliated with Wilmington Advisors at M&T. She specializes in understanding her clients' unique financial situations, including their income, expenses, investments, and legacy goals. By listening carefully to her clients, Angie provides tailored financial recommendations that align with their long-term objectives. Her practice focuses on helping individuals and families navigate their financial journeys effectively.

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