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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

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.
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Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Learn More
Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn More

charting a secure future

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