Welcome to the website of Bob Klein & Associates

Bob Klein and Associates is a retirement planning firm working primarily with employees of public schools, government and non-profit organizations.

We regard our business very much as a relationship business.  We focus on creating and maintaining an environment of trust with our clients while valuing their relationship with us over the years. 

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email or call us at 800-784-6386 X 5801636.

We look forward to hearing from you.


Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

See broker check for more information at http://brokercheck.finra.org.

Bob Klein and Associates is not a subsidiary or nor controlled by Voya Financial Advisors, Inc. Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: California (CA),Connecticut (CT),Florida (FL),Massachusetts (MA),Maryland (MD),North Carolina (NC),New Jersey (NJ),New York (NY),Vermont (VT).

Supervisory Office:
One Orange WayA1N    Windsor, CT  06095

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