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Personalized Financial Advice

Successful, long term relationships usually start with both parties sharing with each other their mutual goals and aspirations.  We believe this should also be true for prosperous financial relationships.

The first stage of a relationship with Citypark Financial, involves your personal financial advisor taking the time to listen to you and understand your story; where you have been, where you would like to go from here and what make you financially comfortable.  They will also outline their beliefs and the areas in which Citypark Financial might typically bring value to the financial relationship.

Together with your Citypark Financial Advisor, you will have access to a group qualified experienced investment advisors, Certified Financial Planner Professionals, Money Managers and Compliance Professionals.  Our professional relationships offers you a check and balances approach for competent and ethical personal financial advise.

After all if you don't have a plan how do you know if you are heading in the right direction?  We can help.

There are two types of financial organizations:

1.   "The big companies you've heard of ".  These are busy with bailouts, structuring, legal battles and staff turnovers.


2.   "The companies you have yet

to hear of."  Is now the time to look for a more personal financial organization? 

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