Financial Strategies to Transform Life

We develop Crystal Clear Strategies for you to create wealth, minimize taxes and maximize your financial opportunities.

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How can we help you?

Financial Clarity, Gain A Clear Understanding Of Your Finances

Wealth Creation, Gain The Understanding To Help You Create Wealth

Retirement Ready or Not...Here It Comes!

Strategies For Savings, Create A Strategy For Your Savings

Wealth Management, Learn How To Manage Your Wealth

Social Security, Learn The Best Social Security Options For You

Crystal Clear Investing; Gain The Knowledge To Effectively Invest

Tax Efficiency, Learn To Invest & Save In A Tax Efficient Manner

Our Team

"Dedicated to helping you create and cultivate wealth."

Crystal, CFP®

George

Ron

George V

“Crystal Clear Finances, Inc. is a full service financial advisory firm. Offering services including but not limited to, Financial Strategy, Strategy Implementation, Investing (i.e. Stocks, Mutual Funds, ETF’s…), Insurances (i.e. Life insurance, Long Term Care, Disability…), Business Consulting and Tax Efficiency. For more information on Crystal Clear Finances, Inc. and the available services, call us at 518-433-7181, we will be happy to help you!”