Clevenger Financial 216 South Main Street, Joplin, MO 64801
About the Business
Clevenger Financial, located at 216 South Main Street in Joplin, Missouri, is a finance institution dedicated to helping clients make smart decisions with their money. They understand the burden of making complex financial decisions alone and aim to revolutionize the way real planning should be done by coordinating comprehensive financial needs. Their credentialed advisors provide a comprehensive planning process to give clients confidence in their financial future. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., and advisory services are provided through Cambridge Investment Research Advisors, Inc. Clevenger Financial does not offer tax or legal advice, so clients are encouraged to consult with their own tax and legal advisors. The registered representatives and investment adviser representatives at Clevenger Financial are licensed and registered in various states, and the institution is authorized to sell insurance products and securities in multiple states. Clients can verify the background of firms and investment professionals through FINRA’s BrokerCheck website.
Photos
Location & Phone number
216 S Main St, Joplin, MO 64801, United States
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 12:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Clevenger Financial Services is the easiest and most proficient financial advisors I have ever worked with. Their attention to details is impeccable. Their sound advice and financial savvy is top-notch."
"Lane and his team do a fantastic job. They are professional and set the right expectations then exceed them. I also love the new office. Definitely check them out."
"Lane is first class when it comes to service. His demeanor immediately puts you at ease. He has dealt with our family for years and I highly recommend him."
"Clevenger Financial will shoot straight with you. Lane Clevenger is a real person of integrity, and he and his team take the time to walk through things with you. I appreciate that their approach to handling other people's investments is connected to performance. Some financial planners are making the same compensation whether they're helping or ruining your investments, whether or not they're paying attention to if their approach is generating anything for clients. I like that Clevenger Financial has attached their own profitability to how they are generating income for clients, so they've got their own 'skin in the game.' Thanks!"
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