CA FINANCIAL SERVICES
Updated 70 days ago
- Age: 42 years
- ID: 5754352/162
828 8th Avenue Lewiston, ID 83501
Our mission is to enhance our client's financial security and peace of mind. We take great care in listening to our client's needs and objectives, so that we can build customized investment portfolios to help them achieve their financial goals and dreams...
We take great care in listening to our client's unique needs, desires and goals. When we build portfolios, we favor diversification & long term value investing. We have a disciplined process of analyzing securities, and choose investments with a proven record of significantly reducing downside risk while attaining reasonable returns. This method has historically reduced the volatility of our portfolios and helped shelter our clients from the worst events of recent years.