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Clerestory Advisors & Inc.
- Financial Services
- West Saint Paul, MN
About this business
Location details
750 Main St #215, West Saint Paul, MN, 55118, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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
Deeply impressed by the depth of their knowledge, clarity of communication and explanation, and the care with which they approach all aspects of helping me plan for and manage my financial future and present.
Liz has been wonderful to work with. Clerestory is thoughtful in their approach to investing and Liz ensures that we are comfortable with the decisions and investments being made, that they are communicated clearly, and that they are based on our input. It is a peace of mind that I greatly appreciate.
My daughter is a client and recommended Clerestory Advisors to us as we were considering retiring a couple of years early. We had lots of questions like had we saved enough, how do we pay ourselves, what are the tax issues we will face, medical insurance, when to take social security, and many more. Liz and Joe not only answered our questions but created a roadmap for our retirement. I am happy to say we are enjoying our retirement and don’t believe we would have retired yet if it wasn’t for their guidance.
Clerestory has been great to work with. We like their personalized and affordable services. They are knowledgeable and are a good source of accountability for ensuring we are paying attention to our finances and planning for the future.
Frequently asked questions about Clerestory Advisors & Inc.
How is Clerestory Advisors & Inc. rated?
Clerestory Advisors & Inc. has a 5 star rating with 24 reviews.
When is Clerestory Advisors & Inc. open?
Clerestory Advisors & Inc. is open now. It will close at 5:00 p.m.
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