ClearView Financial Solutions

ClearView Financial Solutions

Financial Services New York, Ny, United States 6 employees
Employees
6
Contacts
1
Emails
1

ClearView Financial Solutions Overview

Headquarters
New York, Ny, United States
Industry
Financial Services
Employees
6
Founded
2016
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About ClearView Financial Solutions

ClearView Financial Solutions was founded in 2015 by Paul Mass, a financial planner and industry veteran who has been providing guidance to executives and business owners since 1997. Paul was a former partner and co-founder of Sentinel Solutions, a New York City-based financial services firm. He left Sentinel Solutions in 2015 to pursue a singular focus on financial planning. ClearView Financial Solutions offers comprehensive financial planning, investments and insurance to business owners, individuals and their families. The name “ClearView” is a reflection of Paul’s direct approach and his intent to bring clarity and focus to his clients’ financial picture. The firm is based in mid-town Manhattan.

ClearView Financial Solutions Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

ClearView Financial Solutions Org Chart

Sample employees and titles
Name Title Contact
Jamecia Robinson Success Starts with the Will
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Mitchell Mass, Cfp® Helping People Understand and Grow
Email
Benjamin Alexander Senior Associate, Protection Specialist
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Raven Steiner Asset Management Associate
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Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Senior / Lead 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1

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