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.
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.
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.