Clarke Financial Management Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Clarke Financial Management (CFM) is a financial services firm based in Virginia Beach, Virginia, that offers a range of financial solutions to individuals, professionals, and businesses. Its services are designed to help clients pursue financial independence and address both current personal and business financial needs, with tailored plans and investment portfolios aimed at short- and long-term goals. The firm targets a diverse client base including individuals, entrepreneurs, medical professionals, military personnel and government employees or contractors, seeking guidance for milestones such as retirement or business sales, as well as ongoing financial protection. CFM operates within the financial services industry, and its securities, investment advisory and planning services are provided through qualified registered representatives of a registered broker-dealer, with supervision located in Virginia Beach. The company emphasizes a careful, individualized planning process intended to alleviate the perceived complexity and burden of managing finances, and positions itself as offering attentive, insightful guidance for future planning. A recent development noted is its affiliation for certain services with MML Investors Services, LLC, under a supervisory framework in Virginia Beach.

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