CFS: Comprehensive Financial Solutions

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

953 Mount Hermon Rd Ste 101, Salisbury, ...

Phone Number

(410) 546-0911

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About CFS: Comprehensive Financial Solutions

CFS Financial is a local advisory firm that offers a comprehensive and personalized approach to financial planning, integrating services such as retirement planning, wealth management, investment strategy, tax solutions, and Medicare consulting. They cater to a diverse clientele, including individuals at various life stages, from those just starting their careers to retirees. The firm emphasizes the importance of fiduciary responsibility, ensuring that their advisors act in the best interests of their clients. CFS Financial is particularly knowledgeable in serving the poultry industry, providing tailored financial solutions to meet unique client needs.Explore more
CFS: Comprehensive Financial Solutions's Social MediaPopular SearchesCFS: Comprehensive Financial SolutionsComprehensive Financial SolutionsCFS IncComprehensive Financial Services IncCfs Group LLCSIC Code 62,628NAICS Code 52,523Show more

CFS: Comprehensive Financial Solutions Org Chart

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Chief Investment Officer

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Vice President, CERTIFIED FINANCIAL PLANNER

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CFS: Comprehensive Financ...

<$5M
11-50
Private
-
1988
ZK
Zachary KingChief Investment Officer
$5M
11-50
Private
-
1962
DS
Douglas SaylesPresident & Owner
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
1998
CJ
Catherine JacksonInvestment Advisor & Insurance Representative & Agent & Tax Professional
<$5M
1-10
Private
-
1983
DD
Doreen DeFilippisDirector, Human Resources
<$5M
1-10
Private
-
2012
RC
Robert CarlsonManaging Member
<$5M
1-10
Private
-
2018
SP
Stacey PeetsManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CFS: Comprehensive Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CFS: Comprehensive Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CFS: Comprehensive Financial Solutions.

CFS: Comprehensive Financial Solutions Tech Stack

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Frequently Asked Questions Regarding CFS: Comprehensive Financial Solutions

What is CFS: Comprehensive Financial Solutions's official website?
CFS: Comprehensive Financial Solutions's official website is www.cfsfinancial.com
What is CFS: Comprehensive Financial Solutions's Revenue?
CFS: Comprehensive Financial Solutions's revenue is <$5 Million
What is CFS: Comprehensive Financial Solutions's SIC code?
CFS: Comprehensive Financial Solutions's SIC: 62,628
What is CFS: Comprehensive Financial Solutions's NAICS code?
CFS: Comprehensive Financial Solutions's NAICS: 52,523
How many employees does CFS: Comprehensive Financial Solutions have?
CFS: Comprehensive Financial Solutions has 11-50 employees
What industry does CFS: Comprehensive Financial Solutions belong to?
CFS: Comprehensive Financial Solutions is in the industry of: Finance, Securities Trading
What is CFS: Comprehensive Financial Solutions competition?
CFS: Comprehensive Financial Solutions top competitors include: Carlson Wealth, Financial, Cornerstone Financial Advisors, Fulcrum Wealth Advisors
What technology does CFS: Comprehensive Financial Solutions use?
Some of the popular technologies that CFS: Comprehensive Financial Solutions uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, YouTube
How do I contact CFS: Comprehensive Financial Solutions?
CFS: Comprehensive Financial Solutions contact info: Phone number: (410) 546-0911 Website: www.cfsfinancial.com
What does CFS: Comprehensive Financial Solutions do?

CFS Financial is a local advisory firm that offers a comprehensive and personalized approach to financial planning, integrating services such as retirement planning, wealth management, investment strategy, tax solutions, and Medicare consulting. They cater to a diverse clientele, including individuals at various life stages, from those just startin... g their careers to retirees. The firm emphasizes the importance of fiduciary responsibility, ensuring that their advisors act in the best interests of their clients. CFS Financial is particularly knowledgeable in serving the poultry industry, providing tailored financial solutions to meet unique client needs.Read More

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

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