Important Notice

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Schwab is a registered broker-dealer, and is not affiliated with Clear Ridge Wealth Management or any advisor whose name appears on this website. Clear Ridge Wealth Management is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Clear Ridge Wealth Management under which Schwab provides Clear Ridge Wealth Management with services related to your account. Schwab does not review the Clear Ridge Wealth Management website, and makes no representation regarding information contained in the Clear Ridge Wealth Management website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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    Office Address
    259 East Michigan Avenue
    Suite 105
    Kalamazoo, MI 49007

    Telephone
    269.381.1700

    Financial Compliance

    Clear Ridge Wealth Management is registered with the U.S. Securities and Exchange Commission. Handy compliance documents can be downloaded to the right. Not seeing what you're looking for? Contact us for help.

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