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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

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?
Learn More
Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Learn More

charting a secure future

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