In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into several areas.
In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.
After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.
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| Clayton Financial |
|
17 Stonegate
Nissequogue,
NY
11780
|
| Phone: 631-767-7399 |
| www.claytonfinancial.com | • | robert@claytonfinancial.com |
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Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity. Investment products and services available only to residents of NY, NJ, NC, FL, This communication is strictly intended for individuals residing in the state(s) of AL, CT, FL, NC, NV, NY, NJ, PA, SC, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: We are licensed to sell Insurance Products in FL,NC,NJ,NY. We are registered to sell Securities in AL,CT,FL,NC,NJ,NV,NY,PA,SC,TN,TX. [ Online Privacy Policy | Important Disclosures and Form CRS | Business Continuity | Privacy Promise | Order Routing Disclosure | Cetera Advisors ] |