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What We Believe

"Our mission is to provide you with comprehensive and trustworthy advice that empowers you to efficiently utilize your financial resources so that you may live your ideal life.” Flume Gorge Bridge

  • We believe in a strong personal relationship with you that is built on trust and mutual respect.
  • We believe it is important to clearly define the level of service you will receive at the beginning of the relationship.
  • We believe in being reliable.  Your phone calls, faxes and e-mails will be responded to in a timely manner.
  • We believe that our work for you should be accurate.
  • We believe in resolving your problems promptly.
  • We believe in taking a proactive approach to your financial plan by fully understanding your goals and objectives for the future.
  • We believe in providing you access to other professionals (Attorney, Accountant, Mortgage Broker, etc.), when appropriate, in order to help you implement your financial plan.
  • We believe that you should be comfortable with the level of risk in your financial plan.
  • We believe in taking the time to clearly explain difficult financial concepts to you.
  • We believe that your business is valuable and that you, in turn, should receive good value for the fees that you pay.

©2020 Craig DuVarney, CFP™. All rights reserved.
Advisors on the 2014 Rep magazine/WealthManagement.com “Top Next Gen IBD Advisors” list were ranked exclusively by assets under management.  Advisors on the list were also required to be under the age of 40.  Nominations were solicited by Rep magazine from the top 35 Independent Broker-Dealers by headcount.  Also, Rep magazine and WealthManagement.com did not receive any compensation from financial advisors, participating firms and affiliates or the media in exchange for rankings.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
CFP™ and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. 
Advisory services offered through Craig DuVarney, CFP ™, an SEC registered investment advisor.
Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, KS, MA, MD, ME, MS, NC, NH, NJ, NY, RI, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.