"We care about people, not just portfolios"



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





Here you'll find links to our web-based monthly financial webcasts, current seminars, presentations and commentary and interactive experiences.

Monthly Financial Webcasts
A brief month-end webcast designed to help us better communicate with our valued clients.  Each month we will touch on topics of interest related to investing and your long-term success.


Seminars & Presentations
Here you'll find a wealth of knowledge that our firm provides on general financial topics filled with facts, figures, trends, and fundamentals that can help you make the appropriate choices for your situation. In addition, find out dates and times of our upcoming presentations and seminars to plan your schedule accordingly.

CFS Commentary
Hear from the financial professionals of CFS as they share investment insights and market commentary.


Interactive Forms & Tools
Here you'll find interactive forms & tools to help you with your investment, retirement, tax, and insurance planning and implementation process.