Achieving your goals It starts with insightful advice

Jason Klein, CEPA®

Senior Vice President - Wealth Management
Certified Exit Planning Advisor (CEPA®)

Visit The Klein Trigg Wealth Management Team

phone

716-630-3045



Connect with me on LinkedIn


address

250 Delaware Avenue
Buffalo, NY 14202



Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.



Insights

Equity Awards

Increase the impact of equity awards

The UBS Equity Award Value Index

The UBS Equity Award Value Index™