Broker Check

Investing

In today’s complex financial marketplace, it’s important to know that your advisor makes recommendations solely for your financial interest.

The financial representatives at ClearVista Financial provide financial advice that puts in practice our clients’ financial goals, risk tolerances and financial planning decisions.

The financial representatives at ClearVista Financial offer investment advisory services on a fee-only basis as investment advisor representatives with Cambridge Investment Research, Inc.. We advise clients to consider investments with limited fees in order to help minimize the cost of investing.

As investment advisor representatives with Cambridge Investment Research, Inc., our financial professionals provide money management services such as execution of trades, rebalancing of portfolios and periodic reviews.