Broker Check

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!

Small Business Retirement Plans

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Financial Planning Solutions

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Tax Solutions

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Insurance Solutions

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Wealth Management Solutions

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How can we help?

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

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Best Of Coastal Style winners are determined by the readers of Coastal Style magazine. Readers nominate their favorites through an online ballot. The businesses that receive the most nominations in each category advance to the second part of the competition, The Voting Round. To maintain the integrity of the readers’ poll and prevent ballot stuffing, voting is limited to one time per email address. The top vote-getter in each category is crowned as the year’s Best Of Coastal Style winner. Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor or firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or the firm by any client nor are they representative of any one client's evaluations. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor or firm by any client.

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