Simplifying the Financial Puzzle
Our Story
At Candler Claire Financial, we serve individuals, families, and entrepreneurs who understand the value of both vision and planning to pursue their dreams.
Our Philosophy
Wealth is not about any amount of money, but being able to do the things you want.
It’s often not about “how much you make,” but rather “given your financial situation, what can you do to set yourself up for success?”
Why Plan?
Being able to reach your goals, regardless of what life throws your way, can be intimidating and feel impossible at times. Having a plan empowers you to take action to pursue a long, happy, financially secure life.
Why Candler Claire?
Knowledge is power. We help you continuously learn in a supportive environment to easily and comfortably pursue financial confidence. You’ll regularly be made aware of all opportunities and changes that could impact your financial picture.
Our Services
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Retirement Planning
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Education Planning
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Protection Planning
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Tax Planning
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Estate Planning
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Cash Flow Analysis
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Debt Strategies
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Investment Planning
Our Team
Colin Caldarera, CRPC
Founder, Financial Planner
Anthony Barr
Client Service Associate
The Piedmont Group Resources
Ian Carbone
Director of Financial Planning
Ryan Young
Business & Advanced Planning Specialist
Joe Norton
Property & Casualty Specialist
“Colin’s attentive, proactive, and authentic approach has made me feel confident that I have the right person supporting me in reaching my short and long term goals. He is an educator, which has helped me understand my options to guide me to financial success. There is no one else I’d rather work with!”
— C. Thompson
C. Thompson is a current client and co-worker of Colin Caldarera and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.