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4193159792

Employer Benefits

Retirement Plans

  • 401(k)
  • Simple
  • Safe Harbor
  • 403(b)
  • Money Purchasing
  • Profit Sharing
  • SEP IRA

Employee Care

  • Knowledge
  • Care
  • Relationships
  • Service
  • Kindness

Insurance

  • Business
  • Group Life
  • Group Health
  • Auto
  • Accident

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

stephen@clayfinancial.com   |  419-315-9792

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

Quick Links

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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.

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