ClearPoint - Financial Services
Our Agency

Our Standards For Performance

Our Committment to Service

Our Team

 

ClearPoint Services Available To You

All of our financial services are designed and tailored to help achieve financial goals for you and your family.

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Our Agency
ClearPoint Financial Solutions is an established, national non-profit organization that helps consumers obtain a clear perspective of their financial situation through counseling and education. Working closely with our clients, we help identify and resolve the source of their financial concerns. In order to provide the greatest convenience for our clients, we offer our services in person, via phone and through the internet.

Our Mission

ClearPoint Financial Solutions is dedicated to helping consumers achieve financial wellness and an improved quality of life.

We are an educational organization focused on:
  • Helping consumers identify and resolve the source of their financial concerns
  • Educating clients about the wise use of credit and making more effective financial choices for a more stable future

Our Integrity

You can count on the people of ClearPoint Financial Solutions. Our Financial Specialists are certified by the National Foundation for Credit Counseling (NFCC). Find out more about our Financial Specialists. Our management team consists of professionals with a combined 45 years of experience in the consumer banking industry, with specialties in credit and lending, as well as nearly 30 years of service in the non-profit sector. These executives are committed to leveraging those skills to fulfill ClearPoint's mission of providing the highest quality of financial assistance to all consumers. Our President and Chief Executive Officer has been associated with the agency since its inception, and serves with ClearPoint's 18 unpaid Board of Director members who represent major business, professional, and educational organizations around the country.

No matter how you access our services, you've made a partner you can trust. ClearPoint strives to maintain the highest code of ethics as we conduct our business. Learn more about Our Standards of Performance. Our website carries the BBB OnLine Reliability Seal; meaning you can rely on getting the same prompt and professional service from us in the online world as you would in person or via the phone.

Our Longstanding Commitment

When money matters, our experience counts. ClearPoint Financial Solutions is founded on a 28-year heritage of helping individuals and families take control of their finances and build a better future. Established in 1980, ClearPoint Financial Solutions has decades of experience providing innovative solutions and education services for our clients' unique financial circumstances. Our organization has helped over a million people get back on the path to financial success. As part of our community focus across the country, we partner with other businesses, organizations and non-profits including various state Councils on Economic Education to ensure consumers' financial education needs are met.

Our enduring presence in this industry has given us a deep understanding of consumer financial needs and goals. We are excited to offer more comprehensive educational and financial services to meet the growing needs of our clients. As always, we stay committed to helping individuals and families establish sound financial security and well-being through confidential and personalized service. Learn more about our Commitment to Service.

ClearPoint Annual Report

The full text of ClearPoint's 2006 Annual Report is now available for downloading.
Call us today at 877-422-9044
In Our Clients Words

Your organization was there when I really needed them. I would like to thank you for being my counselor. You were always understanding and never condemning.

– J. H.