Our Values

For over 30 years, our primary focus has been "what is best" for our clients.  We pride ourselves in maintaining the highest standard of integrity and professionalism with our clients.

Listening to our clients needs and asking questions to uncover their financial goals is standard in our client consults.

Our client relationships are built on trust, honesty and integrity. We are relationship driven not product driven.

The advisors with CFS apply a comprehensive team approach, and review your complete financial picture before recommending a plan.

Our goal is that we help you in times of need and assist in reaching your financial goals and dreams.