ClearPath Financial Group

Accounting for Legal Practices · Missouri, United States · 11-50 Employees

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Overview

Headquarters

3715 Beck Rd Ste B203, Saint Joseph, Mis...

Revenue

$10 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
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ZI Rank
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About ClearPath Financial Group

ClearPath is a tax and accounting firm that specializes in seamless tax planning, preparation, and resolution services, aiming to simplify the complexities of taxes, investments, and financial planning. The company offers integrated services, including investment planning, protection strategies, legacy planning, and specialized small-business services, emphasizing a collaborative approach to financial well-being. Their unique 'taxes first' philosophy allows them to create holistic financial plans tailored to the needs of individuals, families, and business owners. Based in the Kansas City area, ClearPath focuses on maximizing financial outcomes while always acting in the best interest of their clients.Explore more
Popular SearchesClearPath Financial GroupSIC Code 72,729NAICS Code 54,541Show more

ClearPath Financial Group Org Chart

Cory Lagerstrom, Chief Executive Officer at ClearPath Financial Group
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Chief Executive Officer

PhoneEmail
PH
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Senior Tax Associate

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MH
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Senior Planning Associate

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WB
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Practice Administrator

PhoneEmail
GB
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Partner

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JK
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Founding Partner

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ClearPath Financial Group Tech Stack

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Frequently Asked Questions Regarding ClearPath Financial Group

What is ClearPath Financial Group's official website?
ClearPath Financial Group's official website is www.findmyclearpath.com
What is ClearPath Financial Group's Revenue?
ClearPath Financial Group's revenue is $10 Million
What is ClearPath Financial Group's SIC code?
ClearPath Financial Group's SIC: 72,729
What is ClearPath Financial Group's NAICS code?
ClearPath Financial Group's NAICS: 54,541
How many employees does ClearPath Financial Group have?
ClearPath Financial Group has 11-50 employees
What industry does ClearPath Financial Group belong to?
ClearPath Financial Group is in the industry of: Accounting for Legal Practices, Business Services
What technology does ClearPath Financial Group use?
Some of the popular technologies that ClearPath Financial Group uses are: WooCommerce, WordPress.org, PHP, Google Font API
What does ClearPath Financial Group do?

ClearPath is a tax and accounting firm that specializes in seamless tax planning, preparation, and resolution services, aiming to simplify the complexities of taxes, investments, and financial planning. The company offers integrated services, including investment planning, protection strategies, legacy planning, and specialized small-business servi... ces, emphasizing a collaborative approach to financial well-being. Their unique 'taxes first' philosophy allows them to create holistic financial plans tailored to the needs of individuals, families, and business owners. Based in the Kansas City area, ClearPath focuses on maximizing financial outcomes while always acting in the best interest of their clients.Read More

Is ClearPath Financial Group a public company?
ClearPath Financial Group is private company therefore does not currently have an official ticker symbol
See more information about ClearPath Financial Group

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