In a Meeting
Who We Serve

We are proud to provide retirement consulting services to the following organizations and their employees.

Non-Profit Organizations

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For-Profit Organizations

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425-633-0309
mgrimme@clearpointfp.com
 
Park and Elm Investment Advisers LLC is a registered investment adviser in the State of Indiana and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Park and Elm Investment Advisers LLC is doing business as ClearPoint Financial Partners.
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