What does a secure financial plan feel like for you?
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our belief is everyone should have a personalized roadmap for financial success. Your life’s journey is filled with financial decisions. We want your Credo to be:"I can achieve my financial goals."
MoneyGuide Pro allows us to focus on your retirement goals to create a customized plan. Financial Planning is about more than assets, investments and net worth. It’s about identifying your concerns, expectations and goals. It’s about what you want to do with your money and why.
Have you ever been asked “On a scale of 1-10, how risky are you?”. What does that even mean? We work with you to develop a customized portfolio that matches the risk you’re most comfortable with.
We pride ourselves on being a partner with our clients. We do not sell products – we invest based upon the client’s individual needs. As an affiliate of Stratos Wealth Partners, LTD., a national network of independent financial advisors and wealth managers, our approach strives to fully aligned with client’s needs and our viewpoints encompass their full financial picture.
At Credo Financial Advisors we assist clients with all areas of financial, nonprofit and endowment advisory, education and estate planning strategies. We are focused on helping clients pursue their financial goals through consultation on saving and investing practices.
Our mission is to seek out clients who desire to put us at the center of their financial plan. When they do that, our clients may maximize their financial and estate planning opportunities for tax efficiency, income generation and goal attainment.
We are Credo Financial Advisors, a professional Registered Investment Advisor and wealth management firm that is committed to providing its clients with a distinctly different experience. Guidance you can rely on.
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