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INVESTMENT ADVISORY SERVICES

CLEAR PERSPECTIVE ADVISORS believes that investment advisors must have access to a process that provides universal market access (to the greatest extent possible) in a transparent way, and which lacks any compromising relationships.  It is these compromising relationships that we believe tend to adversely affect investment performance.

Whether you are an individual, business owner, trustee or other fiduciary we are able to provide you with comprehensive financial solutions specifically designed for you.  Our process utilizes Consulting Services Support Corporation’s patented technology and methodologies allowing you to make highly informed decisions free of the influences of compromising relationships so often present in the traditional financial services industry.

Below is a representative list of some of our serivces.  Please contact Al Romano at
(603) 369-4750 or complete our Request More Information Form.

Investment Analysis and Evaluation

Investment Strategy Development and Implementation

Tax Strategies and Cash Flow Planning

Personal Accounts – Individual, Joint and Trust

Retirement Accounts – Traditional IRA, ROTH IRA, IRA Rollovers

Defined Benefit Plans

Defined Contribution Plans – 401(k), 403(b), SEP & SIMPLE IRAs

Profit Sharing Plans

Non-qualified Plans

 
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CLEAR PERSPECTIVE ADVISORS, LLC
One Pillsbury Street, Suite 300
Concord, New Hampshire 03301

Phone: (603) 369-4750
Fax: (603) 369-4786

For a personalized consultation,
please contact
Al Romano, CPA/PFS
 

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Advisory Services offered through CSSC Investment Advisory Services, Inc., a Registered Investment Adviser (www.csscias.com).
Securities offered through CSSC Brokerage Services, Inc., Member FINRA (www.finra.org) and SIPC (www.sipc.com). Insurance Services offered through CSSC Insurance Services, Inc.

Information relating to securities is intended for the residents of Georgia, Maine, Massachusetts, New Hampshire and Viginia only. Information related to insurance is intended for residents of Maine and New Hampshire only. If you are not a resident of one of these states please let us know, as state registration can be applied for, whereby, upon approval, we will be able to communicate directly with you. By visiting and utilizing this website, you agree to the terms and conditions of the Website Disclaimer available through the following link: Website Disclaimer     Privacy Policy