Over the last 30 years, the advisors of Clelan and Company have supported their clients through bull and bear markets, and helped navigate them through recessions and periods of economic growth and prosperity. Our commitment to you now remains the same.
If you have ever wondered whether you're on the right course to reach your retirement destination or how to invest wisely but prudently so you have the best chance of enjoying your standard of living no matter how long you live, then you've come to the right place.This practice was founded-and has flourished-because of its alignment with some of our deepest beliefs.
If you have ever wondered whether you're on the right course to reach your retirement destination or how to invest wisely but prudently so you have the best chance of enjoying your standard of living no matter how long you live, then you've come to the right place.This practice was founded-and has flourished-because of its alignment with some of our deepest beliefs.
Services
As co-founder and owner, Denise Clelan's business acumen and strategic insight have been instrumental in making Clelan and Company one of the top financial advising firms in the region. Denise received her ChFC designation in 1991 and has supported clients with top-level business strategies and solutions for nearly 40 years.
You define yourself in many different ways. So does Clelan. First, the firm's founders, Doug and Denise Clelan are closely-held family business owners. They make the same hard decisions you make regarding life balance, family, civic service and career. And they have built their success in much the same way you have-through long-standing relationships, trust and integrity.
With your THERE in sights, we use our Integrated Success Strategy to tailor a financial plan aligned with your life vision. Once the destination is set, we chart your course, and set the markers. Milestone after milestone, we work with you, guiding and directing, until you have landed safely. We understand your time is valuable, so we limit the demands on you, while still providing personal attention and ongoing communication.
We have included third party online access links for our clients' use. The web sites each have their own separate and independent privacy and access policies. These sites provide a variety of information - such as an overview of the firm and its services, financial news and market updates. Using a secure access, some of the web sites provide clients with their personal financial information.
Are you ready to increase your understanding of current topics and their effect on your finances? You are at the right place! Interested in digging deeper? We encourage you to read the articles below. Interested in understanding how inflation may affect you or what history shows us? Learn more in the articles below.
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