CL Price Financial is co-located with IAG at 884 Cadosia Rd, Hancock, NY 13783
914-456-2812 is the only phone contact for CLPF
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Complimentary "Get Acquainted" Meeting
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you. Please complete the form below.
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.
Investment Management
A distinctive approach, backed by our exceptional qualifications.
Bringing simplicity to the complexities of life. Through Custom Portfolios.
Centered solely on our clients’ best interests and free from hidden agendas.
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Financial Planning
Our dynamic approach is Unusual, Comprehensive, Complete, and Built for you.
Your financial life isn’t limited to investing, and neither should your advice be.
Helping you manage the financial events throughout your life and your business.
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Simply Better Financial Advice
Why Choose Us
We offer customized, non-proprietary solutions solely in our Clients’ best interest.
Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.
It's more than just investing successfully. We understand the big picture.
Let's Get Acquainted
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
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What I do
CEO / Portfolio Manager
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Certified Financial Advisor | CFP®
Meet Your Advisor
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Let's Get Acquainted
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
