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Financial Support for all Life Stages

Whether you're launching your career or are retired, count on CFS' expertise to develop and maintain a firm financial foundation. We pride ourselves in working with people, not just portfolios, when serving you and your family to help you reach your goals.

Starting Out

Starting Out

Growing Wealth

Growing Wealth

Nearing Retirement

Nearing Retirement

Living in Retirement

Living in Retirement

Our Services

Financial Planning

Wealth Management

Tax Solutions

Small Business Solutions

Insurance and Protection

Poultry Industry Knowledge

Authentic service that puts you first

Authentic service that puts you first

At Comprehensive Financial Solutions (CFS) we are serious about our fiduciary role. We’re also serious about service to clients who live and work throughout Delmarva with two offices, one in Maryland and another in Delaware.

Because of this philosophy, we work with you to develop a customized, dedicated approach toward building – and maintaining – your unique financial foundation.

a family-oriented ensemble

a family-oriented ensemble

Our CFS team is highly skilled, professional and knowledgeable. A lot of financial services firms offer that. Our differentiating factor is our family orientation. While we provide you with outstanding products and proven recommendations, we also support you in your dreams and goals. Like we do with our family members.

Additional Resources

Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.
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Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Learn More

charting a secure future

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