Membership Directory

Edward Jones, Peggy A. Klein, CFP®, Financial Advisor

  • Financial & Investing Services
9000 N. Oracle Rd.
Ste. 200
Oro Valley, AZ 85704
(520) 797-3812
(888) 675-7648 (fax)
Hours:
Peggy is a founding member of our Chamber.

About Us

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, I'm here for you. I began my read more
  • About

    Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, I'm here for you. I began my career at Edward Jones in 1988 and have had the privilege of helping generations of families achieve their personal financial goals.

    It's my pleasure to figure out how we're going to help reach your goals by keeping you on track. I want to understand what you're working toward before you invest your money. I also need to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.

    For over thirty years, I've been working with people who want to retire and who are willing to set goals and work with me to reach them. If you're looking to partner with a financial advisor to help you reach your retirement and other lifelong financial goals, please call my office for an appointment. I'm willing to put in the time, if you are too.

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  • Whom to Contact

    • Peggy Klein, CFP®
      Financial Advisor
      Phone: (520) 797-3812
      Fax: (888) 675-7648
  • Directions

    Located on the east side of N. Oracle Road, between W. Hardy Road and E. Calle Concordia.