Broker Check

Background

Our Mission is to partner with clients to establish and help pursue their financial goals through objective planning and management of investment assets.  Our purpose is to help build, manage and preserve your wealth.  We put our client’s interest first, act with integrity and honesty, and strive for excellence in every facet of our practice.  Our success is not measured by performance statistics but rather by our clients’ success in achieving their goals.

Our Clients share in the realization that by coordinating and managing today’s financial decisions they can pursue their goals for tomorrow.  They are individuals and businesses that expect excellence and have made a firm commitment to achieving it themselves.  Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial.  They are highly motivated to work with financial professionals.

Our Philosophy is to provide our clients with the highest level of service and technical expertise in the management and preservation of wealth.  The entire staff of CIA Companies, Inc. is firmly committed to this philosophy.