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Charitable Giving

CFS: Comprehen… | Jan 9, 2018
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Warning: IRS Scam

CFS: Comprehen… | Sep 12, 2017
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Markets Don't Move in a Straight Line

CFS: Comprehen… | Jan 30, 2016
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Rising Interest Rates and Your Portfolio

CFS: Comprehen… | Jul 30, 2015
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IRS SCAM Warning

CFS: Comprehen… | Jun 30, 2015
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The Millionaire Next Door

CFS: Comprehen… | Apr 30, 2015
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Volatility is Normal

CFS: Comprehen… | May 30, 2014
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Where do our Tax Dollars Go?

CFS: Comprehen… | Apr 15, 2014
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Heartbleed Security Vulnerability

CFS: Comprehen… | Apr 1, 2014
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Annual Returns and Intra-year Declines

CFS: Comprehen… | Mar 30, 2014
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Affordable Care Act (ACA)

CFS: Comprehen… | Jan 30, 2014
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Certain Advice for Uncertain Times

CFS: Comprehen… | Jan 15, 2014

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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Website navigation

  • Home
  • About Us
    • Our Associates
  • Our Services
    • Financial Planning Solutions
    • Tax Solutions
    • Insurance Solutions
    • Wealth Management Solutions
  • CFS Commentary Blog
  • Client Center
  • Forms & Tools
  • Contact

Company address

953 Mount Hermon Rd.
Ste. 101
Salisbury, MD 21804

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. CFS is independent of Cetera Advisors LLC.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

 

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