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Cavan Financial prides itself as being an independent wealth planning firm that believes in putting our clients' needs first.   We do not represent, nor are we beholden to, any bank, investment firm or other corporate interests.   We are committed to offering our clients impeccable service, objective advice, open communication,  and ongoing education.

 

When working with us, we believe you can benefit from the following:

 

Independence

As an independent firm, we are not tied to any one product, and we don't have any quotas to meet. Instead, we have the freedom to offer objective and unbiased recommendations.   Rather than focus on selling products, we are committed to creating strategies designed to help you pursue your goals.

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Close Relationships

We truly enjoy working closely with our clients and their families.  As a result, many of our client relationships have spanned generations, as we workwith clients' children and grandchildren helping them create their own plans.

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Concierge Service

Many of our clients are looking for assistance with more than just their investments.  Whether they are considering purchasing a new home or car, we can help clients evaluate all of their financial options and determine if or how it will affect their long-term goals.

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Today, Cavan Financial continues to serve our clients and their best interests first and foremost.  We are personally invested in our clients and only work with those we believe we can help.  Offering a concierge level of service and serving as the quarterback of your team of professionals, we seek to address all elements of your financial picture and help you feel confident in your financial future.