About

About me

John Smith, CFP®

Team Member
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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.
Get in touch

Contact

  • Phone:
    (914) 456-2812
  • E-Mail:
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Clients

Broker Check

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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