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 30 years, the CFS team is commited to helping our clients indentify and realize their financial goals.  

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Financial Planning Solutions

One of the greatest challenges you will face is adequately preparing for retirement. We can help. 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 30 years. Our fina...

Tax Solutions

At CFS Tax Solutions, we make every effort to provide quality, year-round service with client satisfaction as our highest objective. We have over 25 years of local service which includes a CPA and CFP® on staff capable of addressing tax issues that arise. With the ever changing tax laws, it pays to...

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. Andrew Benjamin lead...

Wealth Management Solutions

CFS Wealth Management Solutions has helped clients pursue their financial goals for over 30 years. We understand that every client is unique and that communication is key! What We Offer Investment Planning Retirement Planning Strategies College Planning & Preparation Estate & Trust Coordination Deta...