953 Mount Hermon Road Salisbury, MD 21804
Financial Planning Solutions | Insurance Solutions | Directors | Your Client Service Associates | Operations Associates
Co-Founder, Investment Advisor Representative
410-546-0911 x101
410-543-2759
frank@cfsfinancial.com
Co-Founder, CERTIFIED FINANCIAL PLANNER™
410-546-0911
bruce@cfsfinancial.com
CERTIFIED FINANCIAL PLANNER™
410-546-0911 x104
mike@cfsfinancial.com
CPA, Investment Advisor Representative
410-546-0911 x107
jd@cfsfinancial.com
Investment Advisor Representative
chris@cfsfinancial.com
mason@cfsfinancial.com
Investment Advisor Representative, Tax Associate
liz@cfsfinancial.com
Certified Financial Planner™
tim@cfsfinancial.com
Insurance Broker
410-546-0911 x110
443-735-6300
abenjamin@cfs-insurancesolutions.com
Director of Administration
410-546-0911 x103
sandy@cfsfinancial.com
Practice Manager | Director of Marketing
katie@cfsfinancial.com
Investment Associate
zach@cfsfinancial.com
Client Service Associate III
410-546-0911 x111
shelly@cfsfinancial.com
Client Service Associate II
alex@cfsfinancial.com
debbie@cfsfinancial.com
Client Service Associate I
natalie@cfsfinancial.com
michelle@cfsfinancial.com
shanna@cfsfinancial.com
Operations Associate
elizabeth@cfsfinancial.com
gloria@cfsfinancial.com