Broker Check

Our Company

Calandra Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives while providing the most personal service available.  We have earned our reputation of excellence and trust in our industry.  For each of our clients, we strive to help create financial stability and to provide for your financial independence.

Our Philosophy

We recommend that each of our clients review their financial profile with us annually.  This annual review is a very structured process that allows you to focus on the core of your financial profile first (your cash flow, net worth, and risk assessment), and then addresses the specific areas of financial planning that would be of concern to you.

We try to keep our clients focused on where they want to go, advise them on how to get there, and remind them of the importance of maintaining a disciplined approach to realize their dreams and goals.

Our Principle

We believe that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, please send us an email or give us a call at (845) 774-8978.