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Clarus Financial Brings Comprehensive Financial Planning Services to Underserved Clients


News provided by

Clarus Financial, Inc.

Oct 16, 2013, 04:14 ET

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EAST BRUNSWICK, N.J., Oct. 16, 2013 /PRNewswire/ -- Bryan Koslow is pleased to announce the opening of his new firm, Clarus Financial, Inc.  The firm serves individuals, families, and small business owners, providing access to Financial Planning, Investment Advice, Portfolio Management, Insurance, and Estate Planning services.  Clarus has selected Commonwealth Financial Network® as its broker/dealer. Commonwealth is the nation's largest privately held independent broker/dealer–RIA.

"We are pleased to welcome Clarus Financial, Inc. to our network of financial advisors dedicated to providing indispensable service to their clients," said Commonwealth CEO Wayne Bloom. "By partnering with Commonwealth, Clarus Financial is demonstrating a commitment to offering objective advice, with no bias or conflicts of interest. They are free to focus solely on what's right for their clients and to act only in their clients' best interest."

At a time when more individuals need financial advice, the big financial institutions are shifting more of their resources towards high net worth individuals.  Clarus Financial is focused on families and business owners that have traditionally been underserved by the wirehouse and banking community.  Many of these large institutions are transitioning clients with less than $1 Million in investable assets to customer service call centers rather than providing them with a dedicated financial advisor that has an intimate understanding of their financial situation. 

"There are a number of fundamental shifts taking place in the financial services industry today.  We are witnessing unprecedented monetary and fiscal policy decisions that will affect wealth for generations to come.  We are seeing baby boomers retiring in droves but we are also seeing many boomers working longer than anticipated due to declines in their retirement portfolios or in the values of their homes," said Bryan Koslow, MBA, CFP®, CPA, PFS. "We spend a considerable amount of time educating our clients about the potential impact of economic and political events and their financial situation."

About Clarus Financial
Clarus Financial, Inc. was formed in 2013 by Bryan Koslow - a CERTIFIED FINANCIAL PLANNER™  professional and CPA.  Clarus Financial provides access to personalized financial planning and advice to individuals and business owners in the areas of investments, retirement planning, estate planning, and insurance. Located at 197 Route 18S, Suite 260S, East Brunswick, NJ 08816.  Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a registered investment advisor. Fixed insurance products and services offered through Clarus Financial Inc.  For more information, please visit www.ClarusFinancialInc.com.

About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation's largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports more than 1,450 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.

Media contact: Bryan Koslow, 732-325-0456, [email protected]

SOURCE Clarus Financial, Inc.

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