Clifford L. Caplan,  CFP<sup>&reg;</sup> - Financial Advisor

Clifford L. Caplan, CFP®

President

Neponset Valley Financial Partners

960 Turnpike Street, Suite 1B
Canton, MA 02021
(781) 762-6200

General

Clifford Caplan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Neponset Valley Financial Partners in Canton, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Sudden Wealth

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