Financial Products

Our field of experts, comprised of Accountants, Certified Financial Planners, Estate Planners, and Tax Advisors, will assist you in selecting the right products to suit your needs. And we’ll show you how they fit into your personalized financial plan.

Insurance
For all of your “what if?” scenarios, we have the products to cover all the risks you can think of.  As an insurance brokerage we have access to the largest insurers in the country.

Investments
No matter what level of knowledge you possess, we have a string of investments and strategies you’re going to love.

Mortgages & Financing
Clients, Partners & Associates Inc. has a strategic partnership with The Mortgage Alliance Accumetrix, a mortgage brokerage, that offers many flexible terms, payment options, and has long standing relationships with many financial institutions, including all the big banks, schedule B, and C lenders, as well as access to both institutional and private money.