“I have known Dan Klein both personally and professionally for over 10 years, and he has been both a trusted friend and an excellent financial advisor. His knowledge of finance and financial markets is impressive, but he is even better at explaining it all, which makes me feel very confident in the decisions we make together. The rest of the staff at Lockshield (Jody, Clark and Jeremiah) is unfailingly kind and helpful; they are a joy to work with. I absolutely trust them to guide me in managing my finances and also in helping me make any major decisions when they come.“
Financial Planners
Financial Planners
Financial Planners
“I have known Dan Klein both personally and professionally for over 10 years, and he has been both a trusted friend and an excellent financial advisor. His knowledge of finance and financial markets is impressive, but he is even better at explaining it all, which makes me feel very confident in the decisions we make together. The rest of the staff at Lockshield (Jody, Clark and Jeremiah) is unfailingly kind and helpful; they are a joy to work with. I absolutely trust them to guide me in managing my finances and also in helping me make any major decisions when they come.“