Caledonian Financial provides Financial Products and Services to individuals, families, and entrepreneurs. We specialize in Financial, Asset, and Risk Management in addition to Retirement and Estate Planning. We gladly work in conjunction with attorneys and tax professionals as a part of our client’s financial team. Every investor, whether seasoned or just beginning, receives our personal service and dedication.
The Red Ribbon
After the market crash in 1987, a friend came into my office and exclaimed “I can’t do this anymore. Would you please write down everything I’m supposed to do for my family’s financial future?”
Investment & Advisory
Stocks
Bonds, CD's
Mutual Funds
Asset Management
529 College Savings Plans
Portfolio Development
Risk Management
Financial Management
Retirement Planning
IRAs, Roth IRAs, SEP IRAs
SIMPLE Plans
401k Plans
403b
Keoghs
Money Purchase and
Profit Sharing Plans
Elder Care
Caledonian Financial
Advisors are happy to
assist in Elder Care
Planning and work with
other advisors to form
an advisory team.
