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.