Clerestory Advisors & Inc.

Randal Hancock 

on Google

3 weeks ago

We are very pleased with Clerestory Advisors and the services they provide. They have been very thorough and given comprehensive advice on all aspects of money management to help us achieve and maintain financial health based on our situation and goals. We wanted to simplify our financial activities after retirement by consolidating our investments at one firm. After researching several firms we chose Clerestory Advisors because communication from them was prompt and detailed, they shared our investment philosophy, and their... read more

Amelia Elverson 

on Google

3 months ago

We've been working with Liz and Joe for years at this point and they are an excellent team. We always feel listened to and taken care of, and see a great value for money. One of the reasons we picked Clerestory was their experience and comfort working with young couples - we found that many financial planners were aimed solely at retirement planning (though they do that too, and well! My parents were able to retire early thanks to their guidance). We were looking for guidance in planning for big career moves, future kids, an... read more

Karen Hager 

on Google

6 months ago

My husband and I have partnered with Clerestory Advisors through many stages of life—from our early years as young professionals to preparing for children, navigating job losses, planning for education, managing home projects, and thinking through retirement and estate planning. Throughout it all, their advisors have been thoughtful, personable, and incredibly helpful, consistently aligning our financial plans with the realities of each life stage. We’ve felt supported every step of the way and highly recommend them. 

Jim Caccamo 

on Google

6 months ago

Clerestroy has been open and honest. We are pleased with their handling of our investments and their openness with us as clients. 

Will Weisert 

on Google

a year ago

As retirement neared, my wife and I sought a financial planner for advice and management of our retirement funds. We talked with a number of firms and chose Clerestory because they seemed most aligned with our retirement goals. We’ve been pleased with our experience over the past four years and impressed with Clerestory's responsiveness to our questions and concerns. As my wife and I have needs for different levels of communication when it comes to financial planning we particularly appreciate their ability to tailor discuss... read more