Getting Started

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Take Advantage of our Free Individual Planning Session

We’d like to meet with you concerning your present thoughts and future plans and meet with you in person. Our complimentary planning session is completely risk free and carries no obligation to use our services. Plan to meet with a qualified Financial Advisor, for approximately one hour, with no strings attached. No sales pressure. No gimmicks.

Since your time is valuable, we ask that you bring in any current investment, insurance and work retirement statements in with you. We guarantee the time we spend together will be productive. By the end of our meeting you will have a clear picture of where you are financially and what you need to do to help you achieve your goals.

Please give us a call at 330.673.2988 to arrange for an appointment.

Thank you for considering Kline’s Investment Services, we look forward to working with you.