Central Financial Services

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

909 N Mayfair Rd, Milwaukee, Wisconsin, ...

Phone Number

(414) 256-2980

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading

About Central Financial Services

Central Financial Services is a comprehensive wealth management firm that provides personalized financial planning, investment strategies, retirement, insurance, and estate planning services. Established in 1937, the company focuses on helping clients achieve their financial goals through customized strategies and professional guidance. Their services cater to individuals, small businesses, and corporate clients, ensuring a well-balanced financial plan that addresses various needs. With a commitment to client success, Central Financial Services aims to protect and enhance clients' financial futures.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Central Financial Services Org Chart

PhoneEmail
DZ
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Manager, Client Services

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DH
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Manager, Information Technology

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LM
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Office Manager

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JW
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Insurance Representative

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DM
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Investment Advisor & Representative

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TG
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Financial Advisor

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Central Financial Services Tech Stack

A closer look at the technologies used by Central Financial Services

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Frequently Asked Questions Regarding Central Financial Services

What is Central Financial Services's official website?
Central Financial Services's official website is www.cfswi.com
What is Central Financial Services's Revenue?
Central Financial Services's revenue is <$5 Million
What is Central Financial Services's SIC code?
Central Financial Services's SIC: 62,628
What is Central Financial Services's NAICS code?
Central Financial Services's NAICS: 52,523
How many employees does Central Financial Services have?
Central Financial Services has 1-10 employees
What industry does Central Financial Services belong to?
Central Financial Services is in the industry of: Finance, Insurance, Securities Trading
What technology does Central Financial Services use?
Some of the popular technologies that Central Financial Services uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact Central Financial Services?
Central Financial Services contact info: Phone number: (414) 256-2980 Website: www.cfswi.com
What does Central Financial Services do?

Central Financial Services is a comprehensive wealth management firm that provides personalized financial planning, investment strategies, retirement, insurance, and estate planning services. Established in 1937, the company focuses on helping clients achieve their financial goals through customized strategies and professional guidance. Their servi... ces cater to individuals, small businesses, and corporate clients, ensuring a well-balanced financial plan that addresses various needs. With a commitment to client success, Central Financial Services aims to protect and enhance clients' financial futures.Read More

Is Central Financial Services a public company?
Central Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Central Financial Services

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