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
- Website
- www.clearviewfsllc.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2016
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Jamecia Robinson | Success Starts with the Will | Charlotte, North Carolina, United States |
View
|
| Mitchell Mass, Cfp® | Helping People Understand and Grow | New York City Metropolitan Area, United States |
Email
|
| Benjamin Alexander | Senior Associate, Protection Specialist | United States |
View
|
| Raven Steiner | Asset Management Associate | United States |
View
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
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