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Thomas G. Kleine Registered Investment Advisor

 Member | 611 inquiries |
Retirement Planning Services

44-651 Village Court, Suite 100
Palm Desert, CA 92260
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(760) 346-9700

http://www.kleinefinancial.com

Please contact us for current business hours.

Company Rating

AAA

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Customer Reviews

based on 0 reviews.

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Complaint Experience

N/A

Complaint Resolution Index (CRI)

Membership Information

proud-member

Proud member since 04/10/2001
This company is a Charter Member of Business Consumer Alliance.

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Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

We have received no complaints against this company.

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Complaint Closing Statistics

0 complaints against Thomas G. Kleine Registered Investment Advisor closed in last 3 years.
Complaints Type of response
0 Making a full refund, as the consumer requested
0 Making a partial refund
0 Agreed to make an adjustment
0 Refusing to make an adjustment
0 Refuse to adjust, relying on terms of agreement
0 Unanswered

Other Information

Company Info

Thomas G. Kleine Registered Investment Advisor is a full-services independent registered investment firm.

Primary Contact: Cindy Kleine
Business Started: 9/29/1981
Social:
About Thomas G. Kleine Registered Investment Advisor

Founded in 1996, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

We understand how important it is for you to be able to trust your financial advisor - particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the market and interest rates take in the future, it's important to have a trusted advisor you can count on to give you the news straight and look after your best interests.

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Licensing

California Department of Insurance

Verified License

License Number: 0468707
Status: Active

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Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

We have no further comment about this company's business practices or analysis of its offer that may assist you in your consideration of this company.

Other Considerations

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

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Additional Info

DBAs:

Kleine Financial
Advanced Retirement Strategies, Inc.
Thomas Kleine Registered Investment Advisor
Thomas G Kleine Registered Investment Advisor

Websites:
There are no additional web sites.

Contacts:

Thomas Kleine (Owner)

Other Categories: