Julie Bahr's Contact Details

Julie Bahr's Company Details

Clayton Financial Group

, , • 20 - 49 Employees
Financial Services

Clayton Financial Group partners with individuals and families to create customized investment, financial, tax, estate and risk management solutions that enable its clients to create plans for life and to achieve their life goals. The firm was founded by partners with over 50 years of collective experience of helping clients navigate the complex sea of investment options, tax and estate planning, risk management, charitable giving and business succession using state-of-the-art resources, tools, technology and partnerships. Clayton Financial Group is owned by the current Managing Directors and is defiantly independent in order to best serve the needs of its clients rather than the needs of a corporation or a multitude of shareholders. In order to provide completely objective counsel to its clients, the firm's compensation model is fee only; there are never any commissions received for any investment or insurance products offered. The firm manages assets of over $400-million in over 20 states.