We Believe We Have the Experience to be Your Financial Guide

Since the inception of CLC Financial Services Group in 1976, our goal has remained the same: to provide the best service and options to our clients. To accomplish this, we staff only highly qualified people, develop alliances with industry leaders and stay flexible within our offerings, which allows us to keep up with trends throughout the industry.

CLC Financial Services Group believes that an informed client is the best client, so we host workshops on a multitude of topics helping every client to feel confident in their financial future, along with giving clients access to helpful planning tools.

The CLC Financial Services Group team works with clients’ best interests in mind. That’s why many of our employees have one or multiple professional designations—to serve you better.