Clark Asset Management
金融服务
Andover，MA 819 位关注者
Helping retirees and pre-retirees replace their financial anxiety with relaxed confidence about their future.
关于我们
We help people thinking about retirement replace their financial anxiety with a relaxed confidence about their future. What sets us apart? We have a deep specialty in retirement income planning Bradley Clark is one of only 2% of advisors holding both the CFP and RICP designations We charge a simple fixed flat fee, unlike the 95%+ of advisors earning commissions or percentages We are one of a small percentage of firms approved to offer funds from Dimensional Fund Advisors, the leader in evidence-based investing
- 网站
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https://www.BradleyClark.com
Clark Asset Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Andover，MA
- 类型
- 私人持股
- 创立
- 2016
- 领域
- Retirement Income Planning、Financial Advisor、Investment Management和Fixed Flat Fee
地点
Clark Asset Management员工
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Bradley Clark, CFP?, RICP?, MBA
I help pre-retirees replace their financial anxiety with relaxed confidence about their future.
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Christian Messemer, Ph.D., CFP?, RICP
Lead Financial Planner at Clark Asset Management
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Michael Levy, CFP?,APMA?,CRPC?
Director of Financial Planning at Clark Asset Management
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Angela Oliver
Client Experience & Communications Manager