Joann Klein

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Joann Klein is a financial consultant based in New York, New York, affiliated with Oppenheimer. She specializes in holistic financial planning and investment strategies tailored to each client's unique goals and risk tolerance. Joann employs an in-depth discovery process to understand her clients' specific situations and time horizons. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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