"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

 

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.