Close Financial Services, Inc.
Close Financial Services Inc. was established in October of 2006. Stephen Close, President/CEO, had a vision to establish a financial firm that not only would benefit individuals but also privately held companies and organizations. We are an independent financial services firm specializing in many areas of financial planning, including but not limited to: personal financial planning, retirement planning, estate planning, and company benefits. The company benefit areas of focus are 401(k) plans, health and disability insurance.