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With an ever-expanding universe of investment options and volatile market conditions, knowing how to manage your assets can be
frustrating and time consuming. To make matters even more complicated, you may be working with several different advisors—an
accountant and tax advisor, an attorney, an insurance agent, and one or more brokers and investment advisors.
Clifton Gunderson is one firm you can trust with all of your asset management advice and decisions.
We offer a unique combination of service professionals, investment managers, accountants and tax professionals who work with
you to monitor your portfolio, emphasizing risk-adjusted returns and tax efficiency. You benefit from objective, coordinated
advice.
Advisory services offered through Clifton Gunderson Financial Advisors L.L.C., a registered investment advisor.
Securities offered through CG Brokerage L.L.C., member FINRA/SIPC or securities offered through ValMark Securities, Inc., member FINRA/SIPC - 130 Springside Drive, Suite 300 , Akron , OH 44333-2431 (1-800-765-5201). ValMark Securities, Inc. is a separate entity from all Clifton Gunderson companies.
CG Brokerage L.L.C., Office of Supervisory Jurisdiction, 8215 Greenway Boulevard, Suite 610, Middleton, WI 53562 (608) 662-8600.
