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Investment Advice, Financial PlanningChamber Member

About Us

Tom Kleffman focuses on offering financial strategies to individuals and families as they move through the different phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. Tom creates personalized financial plans for individuals and families to work towards achieving their financial goals. He also provides comprehensive and innovative solutions to business owners deigned to help them protect their businesses, their employees, and their personal lifestyle. As a member of his local community, Tom works to build strong relationships and proved exceptional service.

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