Chuck Rose at Clarus Group, reminding you of how we are working with clients and community
We hope you and your families are doing well at this challenging time. As a friendly reminder the financial planners Clarus Group, LLC have the capability to work remotely and are able to cover virtually all client services and business partner’s needs. Please let us know if you would like a free initial consultation with one of our of CERTIFIED FINANCIAL PLANNER™ practitioners.
We are happy to help our current clients, community and future clients in any way. Here are some of the ways we can work together remotely:
We have the capability to serve you via conference call, video or screen share session.
Many of our clients’ needs can be taken care of via DocuSign electronic signature.
We pride ourselves in being a part of a cohesive team dedicated to a client success. We are happy to be sure and coordinate with any client’s other professionals for the best possible outcomes.
Our primary locations are in Freehold and Caldwell, NJ and Manhattan, NY. We are able to serve clients whether they are local to one of our locations, spending time at their second home or if they happen to be anywhere around the globe, as long as they have communications access and are US Citizens with a primary residence in one of the states we are licensed to serve.
(for state coverage, please see the footnotes of https://www.clarusfinancial.com/)
Please email or use our online questionnaire to get started.
Questionnaire: https://www.clarusfinancial.com/ then please click “Want to know your risk score?” in the right-hand margin where you will find a very brief questionnaire and have a text box to tell us who referred you.
A CERTIFIED FINANCIAL PLANNER™ from Clarus Group, LLC will be in touch shortly.
Thank you from the team at Clarus Group, LLC
Chuck Rose, CIMA®, CFP®
4400 Route 9 South, Suite 1000
Freehold, NJ 07728
Office: 732.325.0456 x106
Securities and advisory services offered through Commonwealth Financial Network®,
Member FINRA/SIPC, a registered investment advisor. Fixed insurance products and services offered through Clarus Group and CES Insurance Agency.