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Claritas Financial Partners
- Investment Service
- Marlton, NJ
About this business
At Claritas Financial Partners, we have the client—and only the client—in mind. Our goal is to bring Clarity to your Financial life. Our reasons for becoming financial professionals are deeply personal. Brian dreamed of being a financial advisor when he was in college, envisioning having his own firm one day. Jim has been in the industry nearly 30 years and is passionate about serving his clients as an advisor and serving the community as an active firefighter. John has known no other career since graduating from college. T... read more
Location details
1 Holtec Drive, Suite 101, Marlton, NJ, 08053, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Brian Lynn has been our financial advisor for the past 20+ years. We are now retired and could not have asked for a more knowledgeable person to have helped and planned our financial future. Since opening Claritas he and Rob Costello (operations manager) have gone above and beyond to meet our financial needs. We highly recommend Claritas Financial Partners.
I've worked with Brian for >15 years and he and his team has been proactive in all manners of our portfolio management. I also work frequently and closely with Jim, John, and Rob and appreciate their prompt attention to our needs and any questions we may have.
Working with John Fessler and Claritas partners has been a great experience and they have delivered very good results for us. We have done very well with their advice and recommendations over the years. They have done a great job for us. We consider ourselves very lucky to be working with John and his team at Claritas with our retirement funds and Life Insurance.
working with the Claritas Financial and Nick Bevad has been a pleasure. we have been with nick for approximately 20 years. advice is also spot on. never have to worry. highly recommend. have a great holiday season.
My dad took a chance on Brian and mentored him. Since Dad’s passing my family and I have allowed Brian to handle our finances . I have nothing but strong praise for Claritas and its managing partner . Brian and staff are nothing but professional and always take the time to discuss any and all possible financial situations . I give Brian 6 ******
Frequently asked questions about Claritas Financial Partners
How is Claritas Financial Partners rated?
Claritas Financial Partners has a 5 star rating with 4 reviews.
When is Claritas Financial Partners open?
Claritas Financial Partners is closed now. It will open tomorrow at 8:00 a.m.