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.
Caledonian Financial Services
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Caledonian Financial offers a broad range of Financial Services tailored to each individual’s needs. After sitting down with the client and determining a financial plan, several types of accounts or products may be recommended based upon the needs analysis, risk tolerance, and client’s vision of long-term financial stability.
Investment and Advisory Services
529 College Savings Plans
Individual Retirement Accounts (IRAs), Roth IRAs, SEP IRAs
Money Purchase and Profit Sharing Plans
Cash Management Services
Money Market Funds
Brokerage Accounts that provide Checks
ATM access, and Bill-Pay
Caledonian Financial Advisors are happy to assist in Elder Care Planning and work with other advisors to form an advisory team.
Many ways to save and build wealth
We offer a wide array of Financial Products. A working knowledge of these products is imperative to the Financial Advisors. However..their ability to explain those investments in an understandable, common-sense manner to their client is also one of their primary objects.
Equities and Related Investments
Stocks, ETFs, UITs, Mutual Funds, Closed-End Funds, REITs, and Preferred Stock
Fixed Income Investments
Money Market Funds, CDs, Municipal Bonds, and Corporate Bonds
Annuities, Life Insurance, Long-Term Care Insurance, and Disability Insurance
From our financial advisors to our support staff, the Caledonian Financial Team is here to respond to your immediate and long term financial needs. And to help you put together a complete financial plan for you and your entire family.
Our goal is to be your primary source of financial advice; building long term relationships as we assist you in meeting your financial goals. Continue reading “Team”