ClearBridge Financial LLC

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ClearBridge Financial LLC We are an independent Investment Planning firm that provides comprehensive wealth planning and inves No strategy assures success or protects against loss.

ClearBridge Financial is an independent Investment Planning firm that provides comprehensive wealth planning and investment management services to individuals, families, business owners, and professionals as well as trusts, retirement and pension plans. We specialize in pursuing the goal of creating, preserving and maintaining wealth by providing financial guidance, professional advice and asset management with objectivity, professional expertise and experience. Every client is unique, so it’s important that we understand your circumstances and background so we can seek the best possible outcomes for you. Our Mission: We help people use their money to make a life—rather than use their life to make money. Our Goal: Empowering those who are preparing for retirement or retired to seek maximum clarity about their financial goals by helping them make smart decisions about their money, so they can spend more time doing what they love. How we do it: By creating a road map that pursue the goal of preserving what you already have and endeavor to protect you from financial uncertainty as well as distribute wealth in the most efficient manner. The Financial Consultants with Solutions Wealth Management are Registered Representatives with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org, www.sipc.org. Financial Planning offered through Solutions Wealth Management, a registered investment advisor and separate entity. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: (CA, CT, SD).

10/16/2024

Job Opening: I am looking for a Financial Advisor Assistant in Relations and Operations in Campbell, CA with 3-4 years experience in the field.
Contact directly 408 438 0614 or [email protected]. Thank you.

Dear Friends, Please join our effort in march for Israel, hostages and AntiSemitism today live in DC: Livestream link:
11/14/2023

Dear Friends, Please join our effort in march for Israel, hostages and AntiSemitism today live in DC:

Livestream link:

In partnership with the Jewish Federations of North America and Conference of Presidents of Major American Jewish Organizations

Address

Campbell, CA
95008

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

Telephone

+14086280586

Website

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