C&L Financial Services

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“Price is what you pay. Value is what you get.” – Warren Buffett

At C&L Financial Services, LLC, We provide professional, affordable financial guidance to individuals and small-business owners to help you preserve and grow your wealth and stay on track to meet your long-term goals. As a fee-only financial advisor, We are able to make financial recommendations with only your best interests in mind. We manage custom-tailored investment portfolios as well as providing support in risk management, estate planning and resolution, and retirement planning.

Our Services Include:
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Risk Management
  • Mutual funds
  • Certificates of Deposit
  • ETF’s
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Estate and Special Needs Planning
  • Wealth Management
  • Budget Management

Contact Name

Ben Burkhead

Website Link Visit Link Here
Phone Number 412-478-9852
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