Clear Financial Advisors

Reviews, get directions and contact details for Clear Financial Advisors

About

Accessible fee-only financial advice and investment management.

Story

CFA offers comprehensive, hourly, and project solutions, tailored to achieve the goals of individuals and families.

Address: 39111 Six Mile Rd, Livonia, MI 48152, USA

Phone: (248) 677-1762

Website

ten.laicnanifraelc@ofni

State: Michigan

City: Livonia

Zip Code: 48152

Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

I inherited an IRA annuity and sought advice from Robert on what to do next.  Rather than doing a fee-only service, it was set up for him to be my financial adviser.  He encouraged me to move another inherited IRA account, which he also managed.  Less than a year later he...quit.  Took himself off the accounts.  I had asked him in email to explain what was happening in the market because the accounts had been losing money, and rather than give me an explanation, he just quit.  I had only met with him a few times, and there weren't phone calls, or much email contact, so I know I didn't take up too much of his time.  I have no explanation for why a financial adviser would choose to quit rather than answer questions.  I would not recommend him, especially since the adviser on the account he encouraged me to move DID answer any questions I had, which is what I thought an adviser was supposed to do.

 10 years ago (29-12-2015)

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