Company Profile

"Helping to secure your financial success"

The Principals and Associates of CLEE & Associates, Inc. have more than 25 years of experience in the areas of mortgage planning, small business development, and consumer financial budgeting and planning.

Our corporate mission is to provide families and small business owners with the products and services that will help secure their financial future.

Our areas of expertise include:

  • Mortgage planning and consulting: Let us show you how to save thousands in interest payments while reducing the term of your mortgage loan.

  • Consumer loan and credit card curtailment: Let us show you how to save thousands in consumer loan and credit card debt

  • Small business development and consultation: Let us show you how to start or develop your home based  or small business

IN THESE changing times, managing family resources can be a challenge. How can you meet the challenge successfully?

Financial experts say that the answer has to do with having a sense of where the money is coming from and where it is going as well as with being willing to make informed decisions.  One of our clients made $187,000 a year, but his credit card debt alone was just under $95,000."

"Let us help you make the right and informed decisions"

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