Clearviewwealthadvisors.com Website Review

If you’re looking for a trusted advisor who upholds a fiduciary standard, putting your needs first and provides objective advice not tied to the sale of an investment or insurance product, then you’ve come to the right place.. STEVE STANGANELLI, CFP®, CRPC®, AEP®, NAPFA REGISTERED FINANCIAL ADVISOR. We can prepare a plan that addresses all areas of your finances or just answers the key questions on your mind. We offer help with basic cash-flow or credit issues to more involved estate and tax problems. We offer answers and help in implementing your personal plan. And we’re available to keep you on-track with periodic reviews to update your plan whether or not we directly manage your investments. We build and manage globally diversified portfolios that are personalized to your needs and Risk Number based on index funds at a total cost that is far below the average mutual fund expense ratio. We offer a range of planning options. And we don’t require that you move your money to have us manage it. You can choose from an hourly rate, fixed-fee or as*et-based rate. We offer installment billing and accept credit cards. Our team consists of a network of insurance, tax and financial planning professionals including highly-rated advisors who have earned We don’t sell any financial or insurance products. We are only paid by our clients. We are not affiliated with or selling anything on behalf of anyone. We only work for you and always put your interest first. Back in 1981, I was in high school and remember rocking out to Loverboy's Working for the Weekend.. Read More There may come a time when you want to sell your rental property. After putting in all the time. Read More Let's face it. We all dream about it from time to time. If you were in the enviable position of. Read More As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners throughout Greater Boston, the Merrimack Valley and New Hampshire