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Does your portfolio match your risk tolerance?

Riskalyze is an award-winning technology that quantifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Client Login  Links

At CPR Financial & Insurance Services, Inc., we have relationships with a number of custodians.  Please click the approriate link below to access your account.

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Investment and Portfolio Management

Stocks
Bonds
Mutual Funds
ETFs
3rd Party Money Managers
Alternatives
Annuities
Life Insurance

529s

HSAs (open one here)