Clear Perspective Advisors 201 North Constitution Drive, Aurora, IL 60506
About the Business
Clear Perspective Advisors, located in Aurora, Illinois, provides comprehensive financial planning strategies, investment advice, asset allocation, and portfolio construction recommendations for individual and institutional clients. With over a decade of experience, our Founding Partners aim to offer an independent-minded perspective on the investment options available in the marketplace.
We take the time to understand our clients' financial circumstances, objectives, risk tolerance, and return expectations in order to create customized plans tailored to their specific needs. Our boutique-style approach gives clients personal access to a wide range of financial services and products.
Committed to excellence, our core values guide our interactions with clients, associates, and partners. Through a team approach, we offer the experience and knowledge needed to help clients achieve their retirement goals and create plans to reach their financial objectives.
When it comes to saving for college expenses, we assist clients in exploring various plans and methods to start saving early. Our decisions are based on objective research and analysis, with an open-architecture investing approach that allows us to evaluate a full range of options.
Clear Perspective Advisors is affiliated with Hightower Securities, LLC, a member of FINRA/SIPC, and Hightower Advisors, LLC, a SEC registered investment adviser. Visit brokercheck.finra.org for more information.
Location & Phone number
201 N Constitution Dr, Aurora, IL 60506, United States
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"They are terrible and you should look elsewhere."
"Very professional and makes it very clear as to what they are doing for the clients. Finally someone looking out for the customer ! Very informative too."
"When i needed serious guidance one of my sister's introduced me to Clear Perspective Advisors. It's one of the nicest things she has ever done for me. It's one of the best decisions I EVER chose for myself. These extremely competent and confident advisors took me by the hand and haven't let it go. I'm so grateful that I've been taken on as a client. There is no doubt they are working for their clients. Very professional group of people. They study their client thoroughly and work for the best results that could be possible for every client. Im very impressed by these professionals."
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