Life Insurance is protection against financial loss that would result from the premature death of a client. The named beneficiary receives the proceeds and is thereby safeguarded from the financial impact of the death of the insured. We want our clients to get the best insurance to meet their needs, so we work with several independent insurance agents to find the best coverage.
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.
We provide financial and investment services including Registered Investment Advisory Services, Private Portfolio Management, Financial Planning, IRAs, College Savings Plans, Life Insurance and Estate Planning Assistance.
The Winter Edition of our Quarterly Newsletter is here! Click here to visit our Newsletter page where you can view our Winter 2017 edition 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.
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.