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Financial planning is about preparedness and being able to envision what is along the path of your financial life. Illuminate that alley, avoid the potholes and stop stumbling.

A strong financial base will make it possible for you to reach for your goals. By exposing potential hazards to your wealth you have the opportunity to change course; the sooner you do so, the easier it is to accomplish. Planning benefits individuals and families by setting realistic, personal goals.

Each client's needs are different and we understand. Our goal is to help you realize where you stand by examining your current situation and making recommendations based on where you want to be finanically.

In the end, the entire planning process is about serving your needs; creating, acting on, and monitoring a plan for your future is undertaken by both you and CL Price Financial.

Financial Planning

Contact Info

16 Autumn Leaf Court
Montgomery, NY 12549

Phone: (914) 456-2812

Investment advisory services offered through The Investment Advisor Alliance (IAA) a Registered Investment Advisor. Custody and brokerage services offered via Fidelity Institutional Wealth Services. Investments may lose value and are not FDIC insured. Christopher L. Price DBA CL Price Financial and IAA are not affiliated companies. Advisor may only conduct business in states where the individual and firm are licensed or are exempt. Insurance product sales by CL Price Financial are independent of IAA and not supervised by IAA. IAA can be reached at 800-607-3340 x1 or by mail at PO Box 231; Allendale, NJ 07401.