Canal View Financial Advisors

Our Approach

At Canal View Financial Advisors, you will work with a team that is as passionate about your dreams as you are; a team that takes the time to get to know you, not as just another account but as someone who connects with you. At Canal View Financial Advisors, we build long-term relationships by working one-on-one with you to help you discover and define your personal goals, and then we help you devise a plan to work toward achieving those goals. You will work with an experienced professional team that can provide you with advice and straight forward answers on questions surrounding:

· Financial Planning

· Saving for Education

· Retirement Planning

· Estate Planning Strategies

We honor our relationships with you by providing customer service and attention you may not find elsewhere.

Navigating today’s complex financial world can be challenging. The professionals at Canal View Financial Advisors have the knowledge to help you make the right financial decisions today so you can realize your dreams tomorrow.

Contact us today to learn more about how Canal View Financial Advisors can help put you in control of your financial future.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

A simple solution for the unexpected in retirement

Are you looking for a simple way to protect your retirement assets from the potentially devastating impact of long-term care expenses? Would you like to put cash, CDs, or money market dollars to work to help protect your retirement and loved ones from this potential risk?

Learn more about a simple solution for this unexpected risk, especially if you:
  • Are planning for retirement,
  • Have never assessed your risk to long-term care expenses, or
  • Have previously objected to long-term insurance (e.g., because you may “waste” premiums if you never have to use the benefit; or, because you were concerned about future premium increases).

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)