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Clarke Financial Services, Inc.

3720 Oceanic Way, Suite 208
Oceanside, CA 92056
(760)613-6477

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Clarke Financial Services, Inc.

  • Home
  • Financial Services
    • Investments
    • Retirement Planning
    • College Planning
    • Retirement Income Maximization
    • Business Planning
    • Risk Management
    • Estate Planning
    • Careers
    • First Meeting
  • Tax Services
  • Mission
  • About
  • News
  • Contact
  • Links
  • Account Access
  • Track Tax Refunds

Federal Tax Return Status 

State Tax Return Status

Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member www.finra.org / www.sipc.org Clarke Financial Services, Inc. and IFG are unaffiliated entities. Licensed to sell securities, AZ, CA, DE, FL, ID, MD, MT, NC, NV, NY, OR, SC, TN, TX, VA, and WA.

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

Check the background of this financial professional on FINRA's BrokerCheck   at http://brokercheck.finra.org/

Data Collection and Use:

Opt-in Disclaimer:

  • TEXT (760) 613-6477. By contacting Clarke Financial Services, Inc. via text, you consent to receive informational text message responses in relation to your initial communication. Message frequency varies. Message and data rates may apply. You may opt out of receiving text SMS at any time by replying STOP or by sending an email to bclarke@ifgrr.com. Reply HELP for Support.

    Privacy Policy:

  • Data Sharing:

  • "We collect your NAME and phone number and consent status to provide you with SMS services. This information is used solely for the purpose of delivering text messages related to the campaign you have opted into." 

  • Data Protection:

  • "We are committed to protecting your personal information and have implemented appropriate technical and organizational measures to ensure its security."

  •  Sharing of Customers Information

  • customer information will not be shared with third parties, partners, or joint ventures. This statement should specifically state that: “No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.”

  • Messaging Terms and Conditions

  • You consent to receive informational text message responses in relation to your initial communication. Message frequency varies. Message and data rates may apply. You may opt out of receiving text SMS at any time by replying STOP or by sending an email to bclarke@ifgrr.com. Reply HELP for Support.

  • Contact Information:

    "For any questions or concerns regarding your privacy, please contact us at (760) 613-6477."