CFS Wealth Management

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

121 N Broad St Ste D, Macon, Georgia, 31...

Phone Number

(478) 471-1875

Revenue

$5.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About CFS Wealth Management

CFS Wealth Management focuses on understanding the unique needs of their clients to develop effective financial strategies. They operate as fiduciaries, prioritizing conflict-free advice over sales tactics. The company aims to help clients enjoy their present while planning for a secure future. Their services are tailored for individuals seeking personalized wealth management solutions.Explore more
CFS Wealth Management's Social MediaPopular SearchesCfs Wealth Management LLCCfs Wealth ManagementCfs Wealth Management IncCFS Wealth Management GroupCfs Wealth Management LLPSIC Code 62,628NAICS Code 52,523Show more

CFS Wealth Management Org Chart

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Founder & Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CFS Wealth Management

$5.4M
1-10
Private
-
2005
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
11-50
Private
<$5M
2018
DL
Dodd LouisChief Compliance Officer
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2009
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CFS Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CFS Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CFS Wealth Management.

CFS Wealth Management Tech Stack

A closer look at the technologies used by CFS Wealth Management

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Frequently Asked Questions Regarding CFS Wealth Management

What is CFS Wealth Management's official website?
CFS Wealth Management's official website is www.cfswealth.com
What is CFS Wealth Management's Revenue?
CFS Wealth Management's revenue is $5.4 Million
What is CFS Wealth Management's SIC code?
CFS Wealth Management's SIC: 62,628
What is CFS Wealth Management's NAICS code?
CFS Wealth Management's NAICS: 52,523
How many employees does CFS Wealth Management have?
CFS Wealth Management has 1-10 employees
What industry does CFS Wealth Management belong to?
CFS Wealth Management is in the industry of: Finance, Securities Trading
What is CFS Wealth Management competition?
CFS Wealth Management top competitors include: Alliance Wealth Advisors, Waypoint Partners, Hohimer Wealth Management, Salient Wealth Planning Group
What technology does CFS Wealth Management use?
Some of the popular technologies that CFS Wealth Management uses are: Squarespace Online Stores, Adobe Typekit, Fidelity, Microsoft 365
How do I contact CFS Wealth Management?
CFS Wealth Management contact info: Phone number: (478) 471-1875 Website: www.cfswealth.com
What does CFS Wealth Management do?

CFS Wealth Management focuses on understanding the unique needs of their clients to develop effective financial strategies. They operate as fiduciaries, prioritizing conflict-free advice over sales tactics. The company aims to help clients enjoy their present while planning for a secure future. Their services are tailored for individuals seeking pe... rsonalized wealth management solutions.Read More

What are CFS Wealth Management social media links?
CFS Wealth Management Linkedin page CFS Wealth Management Facebook page
Is CFS Wealth Management a public company?
CFS Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about CFS Wealth Management

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