We care about people, not just portfolios

CFS: Comprehensive Financial Solutions manages assets for individuals and families, providing investment management, wealth management, tax preparation, financial planning, retirement planning, and financial advising services. Conveniently located in Salisbury, MD!

Our Services

 

Financial Planning Solutions

At Comprehensive Financial Solutions (CFS) we have assembled a Team of experienced, highly qualified professionals who have been helping families pursue their financial goals for over 35 years! CFS is your one-stop shop for financial planning in Salisbury, MD. If you need a Salisbury, MD area financial planner, choose CFS!
 

Tax Solutions

At CFS Tax Solutions, we make every effort to provide quality, year-round tax prep service with client satisfaction as our highest objective. CFS is your one-stop shop for tax preparation in Salisbury, MD. Call us today to schedule an appointment to prepare for tax season!
 

Insurance Solutions

Is protecting your financial security important to you? Rely on our insurance team's experience, knowledge, and advice to obtain the best insurance coverages and premiums for you, your business, and your family. CFS Insurance Solutions has access to all major insurance carriers and should be your go-to choice for insurance solutions in Salisbury, MD.
 

Wealth Management Solutions

CFS Wealth Management Solutions has helped Salisbury, MD area clients pursue their financial goals for over 35 years. We understand that every client is unique and that communication is key!

How can we help?

Find out how we can help you pursue your financial goals.

Contact Us Now