Certified by Yona Klein - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Boca Raton, FL area, Yona Klein will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Yona Klein - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Yona Klein - Financial Advisor, Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Yona Klein - Financial Advisor, Ameriprise Financial Services, LLC
What are the business hours for Yona Klein - Financial Advisor in Boca Raton?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on weekends.
Where is Yona Klein - Financial Advisor, Ameriprise Financial Services located?
The office is located at 2700 N Military Trl, Ste 390, Boca Raton, FL 33431, USA.
How can I contact Yona Klein - Financial Advisor?
You can call the main phone number at +1 561-515-2971 or email at Yona.Klein@ampf.com.
Does Yona Klein offer online appointments?
Yes, online appointments are available for your convenience.
What specialties does Yona Klein focus on in financial advising?
Specialties include family finances, wealth preservation strategies, small business, retirement plan distribution, estate planning strategies, and financial planning for small businesses.
How can I book an appointment with Yona Klein online?
Appointments can be booked via the website at https://www.ameripriseadvisors.com/Yona.Klein/contact.
What types of financial services does Yona Klein provide?
Yona Klein offers services related to financial planning, investment service, and financial consultation as part of Ameriprise Financial Services.
What nearby financial advisors can I find near Yona Klein's office?
Nearby financial advisors include Steven R Adelson, Sheri Granaroli, Seth Bassoff, Guy Regalado, Michael W Kane, Kristen Hernandez, and Fred Steinmark, all affiliated with Ameriprise Financial Services or related.
Are there legal services available near Yona Klein's office in Boca Raton?
Yes, nearby legal service providers include Shendell & Pollock, Mark B Goldstein Pa, Glotzer and Kobren, and Crystal Settlement Service, which may assist clients with legal matters related to financial planning.
What nearby amenities or services might be useful for someone visiting Yona Klein's office?
Nearby amenities include Paramount Residential Mortgage Group for mortgage services, Infuzio medical spa for relaxation, and the Fountain Square III landmark, providing various professional services and a pleasant environment for clients before or after appointments.
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