"We care about people, not just portfolios"

CONNECT

Address:

953 Mount Hermon Rd. | Suite 101
Salisbury, MD 21804

Phone:

410-546-0911

Fax/Other:

410-543-2759

CFS In Action

Take a look at our associates in their endeavors to reach, impact, educate and provide valuable experiences for our clients and our community.

Holiday Open House Salvation Army Coat & Toy Drive

CFS recently hosted our annual Open House where we were very pleased to receive generous donations of gently used coats and toys in support of The Salvation Army.  We would like to thank all of our clients and friends who were able to join us.  Tis the Season for Giving & Happy Holidays! 

 Memorial Day 2017

    May 2017  

This Memorial Day we pause to thank those who have served and continue to serve in our US military, and to honor and pay tribute to those who gave their life in defense of our freedom and democracy. 

“All gave some; some gave all.” 

On behalf of our valued clients, CFS has made a contribution to our local VFW Meuse POST 194 and the local chapter of the Disabled American Veterans (DAV).  The VFW & DAV help ensure our veterans are respected and recognized for the sacrifices they and their loved ones have made.  Core to their mission is helping each veteran receive their earned entitlements, benefits and medical assistance. 

Our local DAV chapter operates a small fleet of vehicles and provides free medical transportation for injured or ill veterans.  They are in need of volunteer drivers and if you, or anyone you know could assist, please call: 410-543-8194. 

 


 

 Mark Engberg's Trip to India

     February 2017  

In early January Mark & Patty Engberg made the long journey to India.  Of course being able to visit the Taj Mahal was a bucket list experience, but meeting with Krishna Sarder was the most memorable part of the trip.  Mark & Patty helped sponsor Krishna for nearly 20 years through a program known as Children International. 

“When we met Krishna she showed us every letter and photo we had sent her over the years.  We brought and shared the photos we had received over the years that showed her grow from a little girl to a lovely, college educated lady.  We traveled to her small village about three hours south of Calcutta (Kolkata) where rice growing is the main industry.  We met her mother, grandmother, uncles and many people from the village of Hotar.  We hope one day that Krishna can visit us in the US.”   

Welcome Michael J. Sise to the CFS Family
July 2016

 

 

2016 AssetMark Gold Forum
March 2016
Mark E. Engberg, CFP® attended the annual AssetMark Gold Forum held on Amelia Island in Florida. Mark was able to hear from some of the best strategist and economics on how to best prepare client portfolios for the coming years. He was also able to connect with different advisors all across the country to share best practices on how to better serve clients'.
 
In Mark's words: "Learning from industry experts and your peers is really rewarding." 
 
Below are more pictures from the event.
 

 

 

CFS Visits Perdue Accomac Plant
February 2016
CFS enjoyed going behind the scenes of the Perdue Farms, Inc. plant located in Accomac VA. We want to thank management and the staff members that allowed us to see the intricacies of such an impressive operation. It was inspiring to see so many people working together as one efficient family enjoying what they do. We took away many lessons from this trip about team work and leadership. 

 

 

CFS Hosts Holiday Open House
November 2015
CFS hosted a holiday open house at our new building on November 21st.  We want to thank all our clients and associates who came out and enjoyed our event. A special thanks to those who donated toys, coats, and money for the Salvation Army's Christmas program.  We all enjoyed the holiday music by Suzette Pritchett, the good food and the fellowship.  Below are pictures from the event.
 

 

 

CFS Holds Ribbon Cutting and Hosts Business After Hours
September 2015
CFS held the official ribbon cutting to commemorate moving to our new location on Mt. Hermon Road. It was an honor to have so many influential individuals who do great work in our community come and enjoy our new facility. After the ribbon cutting, business after hours took place where members from the Salisbury chamber of commerce came to network and enjoy our new space.
 
Thanks to everyone who was able to join. 
Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA / SIPC. CFS is independent of Cetera Advisors LLC

 

 

CFS Presents at ESCB's State Financial Freedom Summit
May 2015
CFS was honored to be invited to present at the ESCB's State Financial Freedom Summit on behalf of the NAACP.  Bruce W. Robson and Navarone F. Simpson traveled to Cambridge, MD to participate in this event.  The presentation focused on the challenges individuals face in retirement along with possible ways to handle these risks. These include longevity risk, inflation risk, social security and planning / identifying pitfalls. CFS was honored to be invited to participate in such an important event that benefit people of all ages.
 
Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA / SIPC. CFS is independent of Cetera Advisors LLC

 

 

CFS Donates to Napal Recovery
CFS has donated $250 to the Nepal Earthquake Relief through the American Red Cross. It was a devastating earthquake that changed and, unfortunately, took the lives of many. Any little amount helps and if you would like to donate, just click the link below.
 
Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA / SIPC. CFS is independent of Cetera Advisors LLC

 

 

CFS Supports ALS Walk and Nancy Sterling as a Gold Sponsor
April, 2015
The Walk to Defeat ALS® is The ALS Association's biggest annual event, which raises funds that allow our local chapters to sustain care services.  CFS is proud to support the annual walk in our area this year as a Gold Sponsor. On a personal note, Nancy Sterling is a close friend of Mark E. Engberg who has been battling ALS for over 9 years.  We are trying to raise funds to help Nancy stay in her home.  Visit her personal website below to donate to this worthy cause.
Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA / SIPC. CFS is independent of Cetera Advisors LLC

 

 

CFS Seminar Series: Are You Retirement Ready?
April 21, 2015
CFS continued its seminar series on April 21st focusing on devoloping a dynamic financial roadmap to help navigate individuals and families through retirement.  The focus of this seminar was on maximizing social security, the strategies available to allow money to last throughout retirement, and guarding against the different potholes that could derail long-term retirement secruity.  This educational seminar proved to be useful to the attendees as feedback was very positive.  The next seminar is scheduled for May 19th at the main office.
Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA / SIPC. CFS is independent of Cetera Advisors LLC

 

 

Salisbury Horizons - Summer Academic and Enrichment Program
March, 2015
Bruce W. Robson is an avid and longtime supporter of Horizons summer academic and enrichment program. Bruce was the chairman of the first Board of Directors, and is currently an active fundraiser. He recently caught up with two students from the original class 12 years ago as well as the young students in the program. The two students from the original class are now seniors in High School and will be heading to college this year. Bruce, the administrators and the students are pictured below.
Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA / SIPC. CFS is independent of Cetera Advisors LLC

 

 

Easter Seals Camp Fairlee Capital Campaign
March, 2015
Mark Engberg Recently made a donation to the Easter Seals Camp Fairlee Capital Campaign. The Camp is located on the Eastern Shore of Maryland near Chestertown. It's mission is to provide accessible recreation for individuals with develpmental and physical challenges.  The services offered are:
 
Residential Summer Camp
Travel Trips
Respite Weekends
 
Last year Camp Fairlee celebrated 60 years of service and kicked of a major capital campaign to update, renovate and expand the facility. Please take a minute to watch this short video on Camp Fairlee:
 

Pictured - Ken Slenar (Easter Seals Exec. Dir.) Erica Joseph (Community Foundation President), Jamal Cannady (Camper), Mark Engberg.

 
Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA / SIPC. CFS is independent of Cetera Advisors LLC

 

 

Cetera Advisors LLC's Annual Educational Connect Conference
January 20-23rd, 2015
Cetera Advisors LLC's annual educational Connect conference has become the must-attend event for independent financial advisors within our Broker/Dealer.  Cetera Advisors has become known for the unique camaraderie among its advisors.  Only at Connect can you take advantage of this incredible atmosphere, peer to peer business building opportunities, rich and informative keynotes and breakouts, and meaningful dialogue with sponsors and strategic partners that makes this event invaluable. Mark E Engberg CFP®, Stephanie P. Brown, MBA and Navarone F. Simpson took advantage of all of these benefits in Denver, CO this January.
 
Our advisors here at CFS continued to build strong relationships with other advisors and also learned about the newest trends in the industry ranging from investments, social media, website marketing, and motivation.  CFS advisors are extremely active in keeping up with trends in the industry to ensure that they give their clients as much value as possible.  These conferences are key in helping advisors continue to be educated on things that go on in this dynamic industry.  
 
Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA / SIPC. CFS is independent of Cetera Advisors LLC
 

 

CFS Seminar Series: Maximizing Social Security
February, 2015

CFS recently held their first Seminar Series focusing on strategies to help individuals maximize social security. Social Security is a very important aspect of many retirees lives and learning when to take it, ways to increase your PIA and the different strategies available for married couples is a great way to maximize the value of your Social Security amount.


 

 

 
2014 Holiday Season Donation Recipient
We are thrilled to announce that Hospice of the Bluegrass, has been selected as our 2014 Holiday Season donation receipient.  A $250 donation has been made on behalf of our client Ms. Peggy Eberhard.  

 

In the words of Peggy, “As a volunteer with Hospice of the Bluegrass I am constantly amazed at how this organization gives comfort and care to the dying and their families.  Many people only really get to appreciate what Hospice organizations do when they have a family member or friend who is in need of hospice services.  My own experience led me to hospice when a family member was dying.  This is an organization that takes over for you when you most need help, and gives such great care to your loved one that you can breathe and relax and just "be" with them.  
They also provide bereavement service for as long as needed.  The staff even donates some of their own salary toward programs they provide - that is a testament to how committed they are to what they do.  Hospice of the bluegrass gives care to all - from any social or economic background.  I am proud to be a volunteer with Hospice of the Bluegrass and grateful for this opportunity to support them through the CFS donation.”

 

Hospice of the Bluegrass is a private non-profit organization governed by a Board of Directors. The program is a member of the National Hospice and Palliative Care Organization, is certified by Medicare and Medicaid, is licensed by the State of Kentucky and accredited by The Joint Commission. Hospice of Bluegrass serves more than 650 patients daily in 32 central, southeastern and northern Kentucky counties.www.hospicebg.org
Please continue to participate! CFS is giving back every quarter in 2015.  Take this opportunity to support a charity that is important to you! 
We will randomly select one nominated charity for a $250 donation; the drawings will take place on last Monday of each quarter in 2015.  We challenge you to be inspired, help those less fortunate, and Live with Purpose.  
Click Here
to make your Nomination!
Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA / SIPC. CFS is independent of Cetera Advisors LLC

 

 

CFS Supports ALS Walk and Nancy Sterling
October, 2014
The Walk to Defeat ALS® is The ALS Association's biggest annual event, which raises funds that allow our local chapters to sustain care services and support for much of the next year.  CFS is proud to support the annual walk in our area. On a personal note, Nancy Sterling is a close friend of Mark E. Engberg who has been battling ALS for over 7 years.  We are trying to raise funds to help Nancy stay in her home.  Visit her personal website below to donate to this worthy cause.
 
 
Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA / SIPC. CFS is independent of Cetera Advisors LLC