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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. The firm consists of 6 full-time investment professionals, serving over 1200 families and small businesses; 3 CFP professionals, a full-time CPA and an insurance specialist. The administrative and support staff consists of 8 members including an MBA.

In business for over 35 years, the CFS team is committed to helping our clients identify and realize their financial goals.

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Small Business Retirement Plans

CFS Retirement Solutions provides industry-leading Qualified Retirement Plan 401(k) administration for small businesses around Delmarva!

Financial Planning Solutions

At Comprehensive Financial Solutions (CFS) we have assembled a Team of experienced, highly qualified professionals who have been helping families pursue their financial goals for over 35 years! CFS is your one-stop shop for financial planning in Salisbury, MD. If you need a Salisbury, MD area financial planner, choose CFS!

Tax Solutions

At CFS Tax Solutions, we make every effort to provide quality, year-round tax prep service with client satisfaction as our highest objective. CFS is your one-stop shop for tax preparation in Salisbury, MD. Call us today to schedule an appointment to prepare for tax season!

Insurance Solutions

Is protecting your financial security important to you? Rely on our insurance team's experience, knowledge, and advice to obtain the best insurance coverages and premiums for you, your business, and your family. CFS Insurance Solutions has access to all major insurance carriers and should be your go-to choice for insurance solutions in Salisbury, MD.

Wealth Management Solutions

CFS Wealth Management Solutions has helped Salisbury, MD area clients pursue their financial goals for over 35 years. We understand that every client is unique and that communication is key!

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  800-465-7042