Rafe Klein / Senior Vice President

Milford 06460

Services Offered:


  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service & Complimentary Consultations

Ready to work together on your financial future?

We believe that the best way to help you with your financial goals is to meet with you face- to-face, either in your home, virtually, or at one of our branch offices. Use the form below to schedule an appointment.
Is your portfolio aligned with your financial goals and objectives? Are you saving for retirement? Will your assets last as long as your retirement does? Will your family be protected if something happens to you? I can help you answer these questions and many more. Make an appointment now by using the form below.
Do you know someone who can use help managing their financial goals? By filling out the form below, your friends or family members will get an email with my contact information. I’m happy to offer complimentary, no-obligation consultations and would welcome the opportunity to meet with your family or friends.

Latest News

College Savings, 529 Plans and Inflation

18 Aug 2022 -

Recent school graduates and their families are thinking about their financial future.


Pros and Cons of Credit Cards in 2022

16 Aug 2022 -

The global pandemic had an unprecedented effect on credit card debt.


How to Make More of Your 401K

11 Aug 2022 -

A 401(K) is one of the most used vehicles for saving for retirement. If you are an employee, putting money in your 401(K) is one of the best ways to start your retirement plan.


There are risks inherent in investing. 

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. David Lerner Associates, Inc. cannot guarantee future financial results.