Broker Check

Recently named Best Financial Investment Firm in Wicomico County through Coastal Style Magazine!

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.

We are a one-stop financial solutions firm. We are able to offer our clients a wide array of Comprehensive Financial Services and investments under one roof: Financial Planning Solutions, Tax Solutions, Insurance Solutions & Wealth Management Solutions. In business for over 35 years, the CFS team is committed to helping our clients identify and pursue their financial goals.

Our Vision

To be the most trust and respected financial services firm – recognized by our clients for delivering excellence in everything we do.

What We Offer

Financial Planning Solutions Tax Solutions Insurance Solutions Wealth Management Solutions Small Business Retirement Solutions

Our Value Proposition

  1. To help identify your goals and then develop and implement a sound financial plan.
  2. To help you protect and preserve your wealth while generating retirement income.
  3. To help protect your family and see that your ultimate wealth legacy is in place

We Can Help You

Develop a personalized strategy to help you reach your goals.

  • Identify risk.
  • Evaluate and choose the alternatives most appropriate for you.
  • Stay abreast of market conditions.
  • Manage administrative details.
  • Provide regular financial check-ups.

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