Merrill Lynch Financial Advisor Benjamin Klein

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Benjamin Klein is a financial advisor based in Northbrook, Illinois, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), Certified Exit Planning Advisor (CEPA), and Certified Divorce Financial Analyst (CDFA), he provides comprehensive financial planning services. His practice focuses on helping clients navigate their financial journeys with personalized guidance.

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