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Overview
Caledonian Financial offers a broad range of Financial Services tailored to the needs of each individual, family, or business. After sitting down with the client and determining a financial plan, several types of accounts or products may be recommended based upon the needs analysis, risk tolerance, and client’s vision of long-term financial stability. Investment & Advisory Services, College Savings, Retirement Planning, Business Solutions, Cash Management, Risk Management, Wealth Building and Management, Insurance Products, and Estate Planning.
