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Why CPIA?
Our Firm Was Built To Serve A Special Group
As an investor, you can go anywhere for financial advice. Wall Street brokerages, giant insurance companies and online discount brokers are vying for your business. But what type of firm should you trust? At CPIA, we believe our business model is aligned with pursuing solutions that are in our clients’ best interest, thereby presenting a superior opportunity for special group of clients:
- We are an independent, privately owned firm with deep root in this community.
- Since we don’t have a huge marketing budget we rely on referrals from our clients to grow our business, so we are directly motivated to please every client we serve.
- As an independent advisory, we choose financial products that are best for you—unbiased by the demands and sales quotas that could be imposed by a corporate parent.
- Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs.
- You receive personal attention and advice from a professional who comes to know you.
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©2010 Clark Planning & Investment Advisory. All rights reserved.
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