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250 Tanglewood Lane
King of Prussia, PA 19406

Phone:

610-265-4122

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We Help You Manage Your Financial Goals

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Clairmont, Paciello & Co., PC helps businesses and individuals make informed financial decisions by providing a suite of related financial services. 

For over four decades we’ve helped our clients through planning – employing sound techniques and consultation to help you work toward your goals. As you or your business move through lifecycle changes and transitions, we guide you with advice and practical strategies.

As a regional financial services company firm, we provide a full range of services for businesses ranging from sole proprietors to large, closely-held corporations, along with individuals and estates. Our certified financial planners have a depth of experience in the manufacturing, construction and related building trades, real estate, health care, professional services, wholesale, and technology industries, as well as the non-profit sector.     

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Pursue Your Financial Future
Learn how to work toward your goals with the
financial planning services offered through LPL Financial.

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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How much life insurance would you need to produce a sufficient income stream for your family?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Determine whether you should consider refinancing your mortgage.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck