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4193159792

Our Mission

How We Work

Our goal is to understand your needs, wants, and long-term goals so that we can create a customized plan that's perfect for you. We're here to guide you through the journey of developing, implementing, and monitoring a strategy that fits your unique situation.

We know that managing personal finances can be tough for families. There's debt to manage, college to save for, and retirement to plan for. But, we're committed to helping you overcome these challenges by leveraging all of our resources to help you reach your goals.

We're not afraid to think outside the box and challenge conventional wisdom when it comes to investing and preserving wealth. Our focus is on you, the client, and we'll do everything we can to make sure you're satisfied with our services. Let us help you achieve financial success!

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Contact

Clay Financial

Office: 4193159792

Mobile: 4198062986

12870 Trade Way Four

Suite 108

Bonita Springs, FL 34135

Series 7, Series 66, Accident Life & Health Insurnace, Property & Casualty Insurance

stephen@clayfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Clay Financial and Securities America are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.