Helping Our Clients Pursue Their Dreams


Klein Investment Strategies is a full-scale financial
investment services company located in Bend, Oregon. 
We offer objective guidance based upon comprehensive research and personalized
investment strategies that help our clients pursue their financial goals.  

Our mission is always to put our client’s needs first and offer
tailored strategies to all aspects of financial planning.

We understand the importance of having a trusted financial advisor
for managing your financial life.   With access to independent research,
state-of-the art technology, innovative investment tools and
exceptional support from market leaders,
we are able to devote our full attention to your needs and objectives.