Who is Close Financial Services, Inc.?
Close Financial Services Inc. was established in October of 2006. Stephen Close, President/CEO, had a vision to establish a financial firm that not only would benefit individuals, but also privately held companies and organizations. We are an independent financial services firm specializing in many areas of financial planning, including but not limited to: personal financial planning, retirement planning, estate planning, and company benefits. The company benefit areas of focus are 401(k) plans, health and disability insurance.
As an independent firm we have no proprietary products and this allows us to find the appropriate product for the client and not be limited to any one company. Close Financial Services, Inc. is a growing firm with a goal to educate and serve its clients with a higher standard than what is typical in the industry. We have the knowledge and expertise required to not only meet a client’s expectations, but to exceed them.
It would be our privilege to work with you on a strategy to achieve your specific financial goals. To arrange a no-obligation consultation, please don’t hesitate to contact us at 702-440-6000.
We are completely confident that our services will prove not only exceptional but insightful and will be encouraging in developing a long term and extremely successful relationship in the future.