Clear Point Advisors
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Clear Point Advisors Inc. is a fee-only Registered Investment Advisory firm located in Melville, NY, dedicated to helping clients manage their investments while prioritizing their long-term financial goals. They offer a program called Global Plus, which focuses on reducing risk through diversified asset allocation using no-load mutual funds, exchange-traded funds, and individual securities.
As fiduciaries, Clear Point Advisors are committed to placing their clients' interests first, providing personalized financial guidance and support. The firm invites prospective clients to explore the benefits of their investment programs through complimentary consultations.
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