Clear Income Strategies Group is part of the Better Business Bureau to assure each of our clients and potential clients that we have a gold standard of service. We maintain a standard of trust and integrity in everything we do.
The Independent Excellence Group is a distinguished group of 52 financial advisors and insurance professionals. They each function independently and come together as a group across the United States several times per year to update, learn, and share new ideas, procedures, and practices.
Trust and transparency are now more important than ever. By joining the National Ethics Association (NEA), financial professionals place themselves in a position of scrutiny. They encourage due diligence rather than hide from it. They want you, the consumer, to have peace of mind when choosing them for your business needs.
Clear Income Strategies Group is committed to making an everlasting difference in the community we work and live in. By fostering enduring relationships with nonprofit organizations, funding local initiatives, and providing community support, our company is able to champion a number of causes while simultaneously promoting a strong culture of care from within. Through the relationships that develop between our employees and community organizations, we can really see the impact of our commitment. By encouraging a positive, passionate spirit of involvement and working together as a team, we at Clear Income Strategies Group strive to achieve safety, security, and growth in this world of unpredictability.
8328 – 301 Pineville Matthews Rd
Charlotte, NC 28226
(704) 509-1500
CPA, PLLC Business & Tax Consulting
Robert P. Trautwein, CPA
Richard Young, Branch Manager
