Clark Planning and Investment
Chartered accountant · Financial service provider · Financial advice · Investment advice · Old-age provision
Info
Clark Planning & Investment Advisory is a fee-only financial planning and investment advisory firm in Birmingham, AL. We accept the fiduciary standard. Gary Clark, CPA/PFS, CFP, ChFC 205-981-1120.Our services are based on proven principles of financial planning and investment management combined with biblical principles of honesty and integrity. We optimize the risk/reward ratio and build portfolios matched to our clients' goals. We focus on five key values of diversification, discipline, customization, objectivity and hard work.
Industries / Specializations
Chartered accountantFinancial service providerFinancial adviceInvestment adviceOld-age provisionMap
1900 Providence Park, 35242 Birmingham