(208) 746-3270

Investment Advisory Services

Our firm is engaged in the investment advisory business and we have a fiduciary duty to our clients. This means we have a fundamental obligation to always act in our clients’ best interests in providing suitable investment advice and continual monitoring of their portfolios.

Mission Statement

At Clifford Associates (CA) Financial Services, our mission is to enhance our client’s financial security and peace of mind.  We take great care in listening to our client’s needs and objectives, so that we can build customized investment portfolios to help them achieve their financial goals and dreams.

Services

We provide financial and investment services including Registered Investment Advisory Services, Mutual Funds, Stocks, Corporate Bonds, Tax-free Municipal Bonds, Life Insurance, Unit Investment Trusts and Estate Planning Assistance.

Newsletters

Click here to visit our Newsletter page where you can view our Client Quarterly Newsletter (Spring 2017) and links to archived newsletters which have up-to-date financial advice and helpful hints and tools to help you navigate the myriad of financial news and trends.

Have a question?

Don’t hesitate to send us an email or give us a call (208) 746-3270… we are here to help!

Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA / SIPC and an SEC Registered Investment Advisor.

 

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

KMS Financial Services