Klein Wealth Management at Woodbury Financial

Klein Wealth Management at Woodbury Financial An investment advisory firm, specializing in the creation and ex*****on of Financial plans/strategies For disclosures please visit our website oakfieldwm.com

William Klein is a native of Queens, New York, with a bachelor's degree in economics from the University of Binghamton. Because of his background in economics, William naturally found himself in the world of finance following college. During the year he worked under his mentor, Anthony Macaluso, William absorbed all he could about the business. This enabled him to use his knowledge of finance and

economics to help people reach financial independence. As a former competitive golfer, William learned early on how important it is to plan moves strategically to set himself up for success. In golf, that meant developing a killer short game so that he could finish the hole in as few strokes as possible. In business, it means providing his clients with strategies designed to generate wealth, maximize the value of their assets and enhance their quality of life - all while helping to protect their financial security. When he's not working, you can usually find William working on that short game, fishing out in Montauk or snowboarding wherever there's snow.

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Offense wins games, defense wins championships
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Offense wins games, defense wins championships

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

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Find out how to forge better habits that stick

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Learn the essentials to having your money last throughout retirement!
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Here's where retirees could live for 40+ years on $1M.

Address

1615 Northern Boulevard, Suite 304
Manhasset, NY
11030

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