Clayton Bentzen, CFP, SVP, Financial Advisor, LPL - Osage Beach, Missouri

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Clayton Bentzen, CFP, SVP, Financial Advisor, LPL

Clayton Bentzen is a highly respected and experienced financial advisor based in Osage Beach, Missouri. With a strong background in financial planning and investment management, Clayton hashelped numerous clients achieve their long-term financial goals through personalized strategies and sound advice.

Clayton's commitment to excellence and his client-centric approach have earned him a stellar reputation in the industry. His expertise spans a wide range of financial services, including retirement planning, wealth management, and investment portfolio design. By taking the time to understand each client's unique circumstances and objectives, Clayton develops tailored solutions that align with their financial aspirations and goals.

In addition to his impressive credentials and professional achievements, Clayton is known for his exceptional communication skills and his ability to build lasting relationships with his clients. He is dedicated to providing comprehensive and transparent financial guidance, empowering his clients to make informed decisions about their money and their future.

Location and Contact Information

Clayton Bentzen's office is conveniently located at 3848 Osage Beach Pkwy, Osage Beach, MO 65065, making it easily accessible for clients from the surrounding areas. To schedule an appointment or discuss your financial needs, you can reach out to him directly via phone at 573-302-2491. Alternatively, you can visit his website at centralinvestment.net to learn more about his services and expertise.

Specialties and Services

Clayton Bentzen specializes in financial consulting, providing a comprehensive range of services tailored to meet the unique needs of each client. His specialties include:

• Financial planning
• Wealth management
• Retirement planning
• Investment portfolio design

Other Points of Interest

In addition to his professional services, Clayton Bentzen's office offers several amenities to ensure a comfortable and accessible experience for all clients:

• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointment required
• Appointments recommended

Client Feedback and Reviews

Clayton Bentzen has garnered a strong reputation among his clients, with many praising his personalized approach, expertise, and commitment to their financial well-being. One satisfied client shares their experience:

I stumbled across Clayton five years ago while searching for a new investment person. I needed a good fit. I've been so pleased. Anyone can give advice, but Clayton gave me the time to share my goals, fears, and hopes for the future. When we met again, he had a sound strategy for me. It's worked out well. He stays on top of things and contacts me when he thinks changes should be made, with my financial interest in mind. What matters to me is trust. I certainly have that in Mr. Bentzen.

With an average rating of 5/5 based on one review on Google My Business, Clayton Bentzen demonstrates his dedication to providing exceptional service and helping his clients achieve financial success.

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👍 Reviews of Clayton Bentzen, CFP, SVP, Financial Advisor, LPL

sandra D.

5/5

I stumbled across Clayton five years ago while searching for a new investment person. I needed a good fit. I've been so pleased. Anyone can give advice. Clayton gave me the time to share my goals, fears, and hopes for the future. When we met again, he had a sound strategedy for me. It's worked out well. He stays on top of things and contacts me when he thinks changes should be made, with my financial interest in mind. What matters to me is trust. I certainly have that in Mr. Bentzen.