Just as no one investment can be the right choice for every client, Consolidated Financial understands that we can not be everything to everybody. That is why we have maintained a sharp focus on our core clientele. Over 85% of our clients are employees of non-profit organizations such as hospitals, schools and colleges. This allows us to fully understand the issues that affect our clients the most. We have over 20 years of experience catering to people just like you, and we are continually adding resources uniquely attuned to the needs of the non-profit marketplace.
Whether you have a 403(b), 457, IRA, or any other qualified or non-qualified investment, or are simply looking for financial assistance, we can help you!
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