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Making the Complex Simple

Welcome to CIA Financial Group

At CIA Financial Group we know we’re not right for everyone, but it’s important to understand why.

Why do so many of our clients remain with us for the long term?

Our clients understand that experts can be found across all professional disciplines, including insurance, investments, business consulting and employee benefits. At CIA Financial Group we bring specialized knowledge and experience along with insight from an independent perspective coupled with a consultative approach that extends across the full spectrum of their financial and risk management needs.

Is CIA Financial Group right for you?

Serving as a committed partner on the path to fulfilling your goals requires a collaborative approach where decisions are made and strategies are determined from a holistic perspective. CIA Financial Group employs the same disciplined process across the full range of services we have access to, including comprehensive financial planning, insurance, retirement planning, risk management and business consulting to identify needs, opportunities or gaps. This approach helps to ensure your needs and interests always come first on the path to pursuing your goals. Learn more

If you’re seeking a transaction-based or price-driven approach to your financial needs, we’re not the right solution for you. If a relationship built on mutual trust and respect that provides a consistent approach to meeting your needs across financial disciplines is of interest to you, we may be the partner you seek. Learn more