Jeffrey B. Clark, CFP®, CIMA®

At CarriageGate Wealth Management, we help our clients put financial plans in place and stick to them.

Our financial advisor Jeff Clark is a veteran, and proudly serves the Trinity and Tampa areas and beyond with comprehensive financial services including retirement planning, estate planning, legacy planning, tax planning, financial planning, insurance review, investment management, and wealth management.  

Securities financial planning and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA (finra.org)/SIPC (sipc.org).  The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.  

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