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.
Clearing, custody, and other brokerage services provided by Fidelity Brokerage Services, LLC, member of NYSE, SIPC. Investment advisory services are offered through The Investment Advisor Group, a Registered Investment Advisor. CL Price Financial and Fidelity Investments are not insured and may lose value. IAG and CL Price Financial are affiliated. IAG can be reached at 607-930-4338 x1 or by mail at PO Box 568; Hancock, NY 13783.
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