Clear Financial Partners

Clear Financial Partners is a financial planner in Lake Oswego, OR, located at 15573 Bangy Rd #100. It holds a rating of 4.80 based on 0 reviews.

Clear Financial Partners is a local wealth management firm that combines industry expertise with a client-centric focus to create strategies suited to individual needs. As fiduciaries, the advisors prioritize client financial well-being and place best interests first. The firm offers customizable wealth management solutions, including portfolio management, life insurance strategies, variable annuities, fixed index annuities, and alternative investments. Portfolio management focuses on risk management, asset allocation, and long-term growth to help clients navigate their financial journey. Life insurance strategies assess current situations and long-term objectives to provide peace of mind and ensure loved ones are cared for. Variable annuities offer various investment options and income strategies to complement financial objectives. Fixed index annuities provide a way to secure a guaranteed return while allowing for potential growth based on market performance.

Tim Clairmont, MSFS, LACP, serves as the Wealth Advisor, CEO, and Founder. He is dedicated to helping people build a stronger financial future through personalized guidance and strategic planning. The firm aims to empower clients and associates in their journey to achieve their unique vision of happiness. Clients can schedule a free Clarity Call to start their introduction and get the financial clarity they need. Contact options include calling 503.579.1000 or booking online.

Securities are offered through Cetera Wealth Services, LLC. The website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The firm is not affiliated with or endorsed by the Social Security Administration or any other government agency. Clients are advised to contact a qualified tax advisor or estate planning attorney.

Clear Financial Partners sits on Bangy Rd in Lake Oswego, OR, about a quarter mile from Bonita Road and Southwest Bonita Road. It is also near The Portland Clinic and Ball Creek, both approximately 0.2 miles away.

BizScoreAI gives Clear Financial Partners a Content Quality score of 100 out of 100, meaning the website clearly describes its pages and answers customer questions in a way that AI assistants can quote directly. The firm receives a Performance score of 85 out of 100. Additionally, the business ranks number 1 of 5 Financial Planner businesses that BizScoreAI has scored in Lake Oswego.