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    Clayton Financial Group

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    Description

    • Clayton Financial Group partners with individuals and families to create customized investment, financial, tax, estate and risk management solutions that enable its clients to create plans for life and to achieve their life goals. The firm was founded by partners with over 50 years of collective experience of helping clients navigate the complex sea of investment options, tax and estate planning, risk management, charitable giving and business succession using state-of-the-art resources, tools, technology and partnerships. Clayton Financial Group is owned by the current Managing Directors and is defiantly independent in order to best serve the needs of its clients rather than the needs of a corporation or a multitude of shareholders. In order to provide completely objective counsel to its clients, the firms compensation model is fee only; there are never any commissions received for any investment or insurance products offered. The firm manages assets of over $400-million in over 20 states.
    • location

      Headquarters: , Royal Palm Beach, Florida, United States

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    • Clayton Financial Group phone

      Phone Number:

    • Clayton Financial Group website

      Website: https://www.claytonfinancialgroup.com

    • Clayton Financial Group employees

      Employees:17

    • Clayton Financial Group revenue

      Revenue:$1 - 10M

    • Clayton Financial Group legal name

      Legal Name:Clayton Financial Group

    • Clayton Financial Group's Social Media

      Clayton Financial Group linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    CEO for Clayton Financial Group

    Ken Bower

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Gregory Bergman

    Owner

    Chris Michalak

    Managing Director

    Awma Julie E. Bahr

    Managing Director

    Julie Bahr

    Managing Director

    Matthew Bower

    Managing Director

    Frequently Asked Questions regarding Clayton Financial Group

    • What is Clayton Financial Group's official website?

      Clayton Financial Group's official website is https://www.claytonfinancialgroup.com

    • What is Clayton Financial Group's Revenue?

      Clayton Financial Group's revenue is $1 - 10M

    • What is Clayton Financial Group's NAICS code?

      Clayton Financial Group's NAICS code is 523110

    • How many employees are working in Clayton Financial Group

      Clayton Financial Group has 17 employees

    • What is Clayton Financial Group's Industry?

      Clayton Financial Group is in the industry of Financial Services

    • Who is Clayton Financial Group's CEO?

      Clayton Financial Group's CEO is Ken Bower

    • Who is Clayton Financial Group's Owner?

      Clayton Financial Group's Owner is Gregory Bergman

    • Who is Clayton Financial Group's Managing Director?

      Clayton Financial Group's Managing Director is Chris Michalak

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