SCOTT M KLEIN
Updated 205 days ago
12800 University Drive Suite 300 Fort Myers, FL 33907
We offer a complete range of financial services for the high net worth investor located in and around Fort Myers, FL. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment...
My formula for helping families and businesses in their journey toward financial freedom...
Now, as an experienced financial advisor, I attribute my success to putting my clients' needs and goals at the center of my practice. I treat my clients' money as I would treat my own - I can be as conservative or aggressive as necessary and appropriate to their situation and risk tolerance, and I put myself in their position to help them make the best decisions possible.