Cars Rating System | Embracing prudence
Let Us Help Your Business | Cole-Dalton Marketing
Description: Fee-Based Registered Investment Advisors located in Greater St. Louis, MO. We help clients achieve financial independence with customized investment solutions.
retirement planning (1269) tax planning (842) fiduciary (584) family office (420) registered investment advisors (11) fee based financial planners (2)
Clayton Fi nancial Group clients can always expect more to help them achieve their plans for life: extraordinary, responsive service from experienced professionals; a complete portfolio of investment, financial, tax, estate and risk management solutions; and a partnership based on trust, transparency, and accountability.
Since our first day as an independent boutique advisory firm with national coverage, CFG has assumed the responsibilities of a full fiduciary. For prospective clients and existing clients, this is exciting news because it means our incentives are fully-aligned and our recommendations are exclusively in your best interest.
Also, unlike many Registered Investment Advisors, we have always been 100% fee-only ; we have never received an insurance commission, a referral fee, or any compensation except directly from our clients. Few firms can make these statements without caveats or disclaimers.
Cars Rating System | Embracing prudence
Let Us Help Your Business | Cole-Dalton Marketing