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Personal Financial Specialist
Tax, Accounting, & Business Services Offered Through L. Klein & Co., P.C.
Financial Services offered through Klein Financial Services, LLP: not a CPA firm
Advisory Services offered through Jonathan Roberts Group, Inc.
Securities offered through J. W. Cole Financial, Inc. Member FINRA/SIPC
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Mailing Address: 1427 Keefer Road Tomball, Texas 77375
Phone #: (281) 370-0300 Fax #: (281) 370-2568
E-Mail :KF@kleinfinancialinc.com
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Circular 230 Notice:
In order for us to comply with certain U.S. Treasury regulations, unless expressly stated otherwise, any U.S. Federal tax advice that may be contained in this written or electronic
communication, including any attachments, is not intended or written to be used, and cannot be used, by any person for the purpose of (i) avoiding any tax penalties that may be
imposed by the Internal Revenue Service or any other U.S. Federal taxing authority or agency or (ii) promoting, marketing, or recommending to another party any transaction or
matter addressed herein. Privileged/Confidential Information may be contained in this message. If you are not the addressee indicated in this message (or responsible for
delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by
reply email. Please advise us immediately if you or your employer do not consent to Internet email for messages of this kind. Opinions, conclusions and other information in this
message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it.
Klein Financial
Services, LP
L.Klein & Co., P.C.