Clever Financial LLC

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9208 Falls of Neuse Rd Ste 111
Raleigh, NC 27615
+1 (757) 672-4332
https://joinefn.com

Clever Financial LLC, based in Raleigh, NC, operates as a partner of Enterprise Financial Network, providing a supportive environment for financial advisors to develop their businesses independently. With a focus on personalized growth strategies, the firm collaborates with Cambridge Investment Research, one of the largest internally controlled independent firms in the country, to offer flexible financial solutions.

The leadership team, including founding partners Stephen Bell and Sean Shea, brings over 65 years of combined experience in the financial services industry, guiding professionals to achieve their business goals. Their expertise and commitment to fostering relationships underscore the firm's dedication to helping advisors succeed on their own terms.

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