Principal

Principal
  • Investment Advice, Financial Planning
  • Chamber Member
Truckee, CA 96161
(530) 500-6366

About Us

Tom Kleffman focuses on offering financial strategies to individuals and families as they move through the different phases in life such as getting married, having children, buying a home, changing read more
  • About

    Tom Kleffman focuses on offering financial strategies to individuals and families as they move through the different phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. Tom creates personalized financial plans for individuals and families to work towards achieving their financial goals. He also provides comprehensive and innovative solutions to business owners deigned to help them protect their businesses, their employees, and their personal lifestyle. As a member of his local community, Tom works to build strong relationships and proved exceptional service.

    Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Principal National, Principal Life and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Tom Kleffman, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.

  • Highlights