Clear Investment Research

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

284 S Main St Ste 900, Alpharetta, Georg...

Phone Number

(678) 293-8667

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Clear Investment Research

Clear Investment Research, LLC (CiR) is a wealth management and retirement planning firm based in Alpharetta, GA, with over 35 years of professional experience. The company provides financial planning and investment advisory services to individuals, families, and businesses, focusing on retirement plans, endowments, and foundations. CiR operates on a fee-only business model, ensuring unbiased recommendations based on independent research and fiduciary responsibility. Their services include retirement and financial planning, tax planning, risk management, and investment advisory services.Explore more
Clear Investment Research's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Clear Investment Research Org Chart

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GJ
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Manager, Benefits

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clear Investment Research

<$5M
1-10
Private
-
2013
GJ
Gloria JenningsManager, Benefits
<$5M
11-50
Private
<$5M
1992
Jorge Rossell, Founder & Chief Executive Officer at Lynx Investment Advisory
Jorge RossellFounder & CEO
<$5M
1-10
Private
-
2010
BH
Bradley HainesChief Investment Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Clear Investment Research Tech Stack

A closer look at the technologies used by Clear Investment Research

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Frequently Asked Questions Regarding Clear Investment Research

What is Clear Investment Research's official website?
Clear Investment Research's official website is www.clearinvestmentresearch.com
What is Clear Investment Research's Revenue?
Clear Investment Research's revenue is <$5 Million
What is Clear Investment Research's SIC code?
Clear Investment Research's SIC: 62,628
What is Clear Investment Research's NAICS code?
Clear Investment Research's NAICS: 52,523
How many employees does Clear Investment Research have?
Clear Investment Research has 1-10 employees
What industry does Clear Investment Research belong to?
Clear Investment Research is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Clear Investment Research competition?
Clear Investment Research top competitors include: Juncture Wealth Strategies, Lynx Investment Advisory, Wealth Advisory Services
What technology does Clear Investment Research use?
Some of the popular technologies that Clear Investment Research uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, Sectigo
How do I contact Clear Investment Research?
Clear Investment Research contact info: Phone number: (678) 293-8667 Website: www.clearinvestmentresearch.com
What does Clear Investment Research do?

Clear Investment Research, LLC (CiR) is a wealth management and retirement planning firm based in Alpharetta, GA, with over 35 years of professional experience. The company provides financial planning and investment advisory services to individuals, families, and businesses, focusing on retirement plans, endowments, and foundations. CiR operates on... a fee-only business model, ensuring unbiased recommendations based on independent research and fiduciary responsibility. Their services include retirement and financial planning, tax planning, risk management, and investment advisory services.Read More

What are Clear Investment Research social media links?
Clear Investment Research Linkedin page Clear Investment Research Facebook page
Is Clear Investment Research a public company?
Clear Investment Research is private company therefore does not currently have an official ticker symbol
See more information about Clear Investment Research

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