Retirement

We provide financial consulting services and asset management.  Our customers expect and receive the highest level of honest and dependable service.  We use a holistic approach;...

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Protection

Everyone knows that life insurance is important to protect the financial security of the people you love. But it can be confusing to know what you need, how much and when. Life...

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Growth

At C. I. Financial, we leverage our extensive experience working with executives to help clients achieve their goals. Our specialized services encompass individual pension plans,...

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Guarantees

In the realm of investments, the best ones are often those that allow you to set them aside and forget about them. At C. I. Financial, we understand that many of our clients seek a...

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Recent Posts

Empower Your Finances: Exclusive Webinar Event

Learn Essential Strategies for Wealth Building and Security Are you ready to take control of your financial future? Join us for an exclusive webinar where we’ll delve into the essential strategies you need...

Creative Employer Benefit Solutions

Empowering Financial Security with a Modern Group Retirement Plan At C. I. Financial, we recognize the importance of providing greater financial security for employees and their families through a well-designed Group Retirement Plan. Our innovative approach seamlessly integrates with your company’s overall compensation strategy, offering numerous benefits...