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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:

  • "We collect your 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 Sharing:

  • "We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages."

  • Data Protection:

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

  • User Rights:

  • "You have the right to access, correct, or delete your personal information. You can opt-out of receiving messages at any time by replying STOP."

  • Contact Information:

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

Terms and Conditions Example

  • Program Description:

  • "By opting into our SMS program, you agree to receive text messages from Clarke Financial Services, Inc. regarding Financial Services.”

  • Message Frequency:

  • "Message frequency may vary. You will receive one message per delivery."

  • Cost Disclosure:

  • "Standard message and data rates may apply. Please check with your mobile provider for details."

  • Opt-Out Instructions:

  • "You can opt-out of receiving messages at any time by replying STOP. For help, reply HELP."

  • Customer Care:

  • "For assistance, contact our customer care at (760) 613-6477."

  • Legal Disclaimers:

  • "By participating, you agree to our terms and conditions and privacy policy. We reserve the right to modify these terms at any time."