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ABOUT CLEARPOINT ADVISORS

Clearpoint Advisors is a retirement planning services firm committed to helping our clients work towards their long-term financial success. Our customized retirement plan programs seek to grow, protect, and conserve our clients’ wealth by delivering an excellent level of personalized service and experience.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you. Thank you.

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RETIREMENT PLANNING

You've worked hard and now it's time to enjoy the results of all those long hours. Together we can create a strategy that can help focus on your retirement.

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COLLEGE PLANNING

Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments.

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BUSINESS PLANNING

We believe small businesses are the backbone of America. At Optima Financial Group, we do our utmost to help you thrive in today's competitive marketplace.

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MEET OUR TEAM

Our team of professionals have 20+ years of collective experience. Regardless of your financial management needs, we have the skills necessary to help you work towards your goals.

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INTELLIGENT STRATEGIES

These days people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.

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