
Welcome to CL Price Financial
CL Price Financial is a fee-only financial planner and investment manager dedicated to providing friendly service and logical advice to clients.
We are fiduciaries and embrace the responsibility to ensure our clients' interests always come first.
Should a potential conflict of interest arise, we will let you know.
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Contact Info
16 Autumn Leaf Court
Montgomery, NY 12549
Phone: (914) 456-2812
cprice@clprice.com
Investment advisory services offered through The Investment Advisor Alliance (IAA) a Registered Investment Advisor. Custody and brokerage services offered via Fidelity Institutional Wealth Services. Investments may lose value and are not FDIC insured. Christopher L. Price DBA CL Price Financial and IAA are not affiliated companies. Advisor may only conduct business in states where the individual and firm are licensed or are exempt. Insurance product sales by CL Price Financial are independent of IAA and not supervised by IAA. IAA can be reached at 800-607-3340 x1 or by mail at PO Box 231; Allendale, NJ 07401.