CLN Financial
Fort Wayne, United States (US) · Finance and Banking
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CLN Financial is a full-service consulting firm based in Fort Wayne, Indiana, dedicated to helping individuals and, particularly, **telecom professionals**, navigate their retirement and investment needs.We partner with our clients to create personalized financial plans, focusing on areas such as 401(K) rollovers, retirement benefits, and portfolio design.At CLN Financial, we prioritize a client-first approach, offering expert guidance and support throughout your financial journey.
Overview
We partner with our clients to create personalized financial plans, focusing on areas such as 401(K) rollovers, retirement benefits, and portfolio design.
At CLN Financial, we prioritize a client-first approach, offering expert guidance and support throughout your financial journey. Our team, led by Chad Tallman, AIF®, leverages the resources of LPL Financial to deliver the highest level of fiduciary care and ensure your long-term financial security.
We specialize in assisting those in the **telecom industry**, offering tailored solutions to meet their unique financial planning requirements.
Contact Details
Fort Wayne, United States (US)
Employees
2-10
Categories
Services
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