Jeffrey "Jeff" Klein

Jeffrey "Jeff" Klein

Barnum - New York Elmsford
565 Taxter Road, Suite 625 Elmsford, NY 10523
Financial Services Professional
Visit Website

Specialized in

No items found.


Jeffrey "Jeff" Klein

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Retirement income solutions
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies





Barnum - New York Elmsford

Our commitment to sustainability is fundamentally aligned with and ingrained in how we operate and deliver value to our customers, policyowners, employees, communities, and the planet we share. Our annual Sustainability Report details our progress and reflects our commitment to being transparent about our performance.


Are you a Fiduciary?


Do you receive any commissions or fees based on financial products you provide to clients?

Methods of Compensation

No items found.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.


Jeffrey (Jeff) Klein CFP® is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC, 6 Corporate Dr, #550, Shelton, CT 06484, Tel: (203) 513-6000

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

I am licensed to sell Insurance Products in the following jurisdictions:
Connecticut, New Jersey, New York

I am licensed to sell Securities Products in the following jurisdictions:
Connecticut, Florida, New Jersey, New York, North Carolina

Jeffrey (Jeff) Klein CFP®, Elmsford, NY

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.