ClearFocus, LLC.

ClearFocus, LLC. Independent Financial Planning and Investment Services Firm The ClearFocus Experience is based on mutual respect, integrity, and service.

Clear Focus, LLC is an independently owned financial planning, insurance and investment services firm. Through our combined 43 years of experience Clear Focus advisors have serviced clients throughout the country from our New York and New Jersey offices. At Clear Focus, LLC we recognize the challenges a client faces when planning their education, retirement and estate planning strategies. We filte

r through the noise and opinions of the media to provide reliable data for customized financial planning and investment solutions. The Clear Focus planning process is rooted in the balance of academic research and practical applications that provide a clear path to achieving clients' goals. Contact Us:

Matthew Filik
908-228-8400 Option 4
[email protected]

Bill Logue
908-228-8400 Option 5
[email protected]

David Fazendeiro
908-228-8400 Option 6
[email protected]

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Member FINRA & SIPC (www.finra.org, www.sipc.org). 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 financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Our office will be closed tomorrow, June 19, as financial markets will be closed in observance of the federal holiday.We...
06/18/2026

Our office will be closed tomorrow, June 19, as financial markets will be closed in observance of the federal holiday.
We’ll be back on Monday and look forward to connecting with you then.
Have a great weekend!

🍦 TEN DAYS AWAY! 🍦Who’s ready for ice cream? We are!Join us on June 25th for a sweet evening filled with delicious treat...
06/15/2026

🍦 TEN DAYS AWAY! 🍦

Who’s ready for ice cream? We are!

Join us on June 25th for a sweet evening filled with delicious treats, great conversation, and wonderful company. The countdown officially begins—see you soon! ✨

To RSVP, please call our office at 908-228-8400. We’d love to know you’re coming! 🍨

Welcome Sam to the ClearFocus team! 🎉 Sam is currently studying Finance at the University of Maryland and will be intern...
06/09/2026

Welcome Sam to the ClearFocus team! 🎉
Sam is currently studying Finance at the University of Maryland and will be interning with us through August. We’re excited to have her on board and look forward to a great summer together. Be sure to say hi when you stop into the office!

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

👀📊May 29th is National 529 Education Savings Day! Check out the potential benefits of starting early and saving consiste...
05/29/2026

👀📊May 29th is National 529 Education Savings Day! Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contributions can grow significantly over time.

Here are a few points to consider:
📚 529 plans are an effective college savings vehicle with potential tax advantages.
📚Any family member can contribute or even set up a plan (Grandparents love this!).
📚Withdrawals for education expenses are federally and usually state tax-free.
📚Under certain conditions, some funds can now be rolled over into a Roth IRA.

05/22/2026

This week we took some updated team photos! Enjoy a sneak peak of what’s to come🤗

Happy Mother's Day to all the amazing mothers out there! Enjoy your special day! 💖💐
05/10/2026

Happy Mother's Day to all the amazing mothers out there! Enjoy your special day! 💖💐

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of acc...
05/04/2026

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of accounts can take a toll.

During Mental Health Awareness Month, it's a good time to pause and check in with yourself. Sometimes, even one small financial step—like reviewing an account balance or setting up an automatic payment—might help manage your stress and bring a sense of control.

And remember: if you're struggling with mental health, reaching out to a trusted professional or support resource can make a difference.

Some of our clients joined us last weekend for a jewelry event at Kendra Scott! It was a great time to catch up and pick...
05/01/2026

Some of our clients joined us last weekend for a jewelry event at Kendra Scott! It was a great time to catch up and pick out some new pieces to wear for the Spring season. Thank you to Kendra Scott at Short Hills Mall for a beautiful morning!

Address

200 Sheffield Street Suite 310
Mountainside, NJ
07092

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 8am - 1pm

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