CLC Investment Advisors

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416 E Mitchell St
Petoskey, MI 49770
+1 (231) 675-2693
https://www.clcinvestmentadvisors.com

CLC Investment Advisors is a financial services firm based in Petoskey, MI, dedicated to helping clients achieve their dream retirement. With over 14 years of experience in the insurance and financial services industry, Founder and CEO David Cadarette specializes in retirement planning and designs personalized portfolios to meet individual goals and dreams. The firm offers a range of services including retirement income strategies, wealth management, annuities, investments, IRA and 401(k) rollovers, asset protection strategies, life insurance, tax-efficient strategies, long-term care strategies, and IRA legacy planning.

As an independent firm, CLC Investment Advisors assists individuals in creating retirement strategies using a variety of investment and insurance products tailored to their specific needs and objectives. The team at CLC Investment Advisors is committed to providing clients with comprehensive guidance throughout their retirement journey, ensuring financial strategies that fit their unique lifestyles. With a focus on client well-being, CLC Investment Advisors aims to help individuals take control of their financial future and make their dream retirement a reality.

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United States›Michigan›Petoskey›CLC Investment Advisors

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