CLP Financial Group, Inc.

I came to CLP Financial a little over a year before I retired, with no idea what I was doing, or even how to plan for my future. Joshua took me by the hand and advised a plan for my insurance, long term care, as well as my annuities. He always asks if I have any questions and if I am satisfied with my progress.We have met several times, and he has adjusted my plan to fit my financial situation. I have since retired, and am completely satisfied with the path I am taking as far as my future is concerned. I have been treated with total respect and professionalism by everyone in the company from the receptionist, the tax preparer, Ms Lisa, Mr Parson, and Joshua himself. I am so happy to have associated myself with this company, and trust them completely with my finances.

We have been with CLP for several years. The entire staff demonstrates professionalism at its best. We recently worked with Joshua on some short-term and long-term financial strategies to improve our tax posture in the long run. We found him to be trust-worthy, transparent, and very knowledgeable. He is a great asset to the CLP financial group. We are well pleased and will continue to refer our family and friends to CLP for tax advisory and financial services.

CLP Financial Group is truly deserving of 5-Stars!! My experience with them has ALWAYS been very professional and the staff is more than qualified. The President, Mr. Leonard Parson even makes a point to greet me each time I come in for service, regardless of his busy schedule. When you have your taxes prepared, you can feel confident knowing that Jane Zdunek & John Tronolone are both Certified Public Accounts. I trust them completely. Josh Anderson has matured in the business during his tenure with CLP Financial Group and appears to be Mr. Parson's right-hand man. Lisa Chenet, however; is a Power House at CLP. She has a special skill of making you feel welcomed while sharing her expertise & advice. I encourage anyone reading this post, to consider them for your financial planning.