Clary Financial, Inc

Robert Clary is the sole advisor at Clary Financial, Inc., an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has 48 years of industry experience. Clary has worked at McNeish, Delorey Inc. and North Easton Savings Bank, where he also serves as a director. He is involved in an insurance planning business providing life, disability, and health coverage. Clary Financial, Inc. offers retirement and financial planning along with discretionary portfolio management to individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets for 439 clients, using a long-term, fundamental-analysis approach focused on no-load mutual funds and ETFs.

Jason Clary is the sole advisor at Clary Financial, Inc., an independent registered investment adviser based in South Easton, MA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at Clary Investment and Insurance Planning Corp., MML Investors Services, Inc., and MassMutual Life Insurance Company. Clary Financial, Inc. provides retirement and financial planning along with discretionary portfolio management to individuals, trusts, retirement plans, and corporations. The firm serves 439 clients with approximately $92.9 million in assets under management, employing a long-term, fundamental-analysis approach to portfolios primarily composed of no-load mutual funds and ETFs.