CS Advisors

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

7999 N Federal Hwy Ste 101, Boca Raton, ...

Phone Number

(561) 241-9301

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About CS Advisors

CS Advisors Inc. is an independent fee-only Registered Investment Advisory Firm based in the United States that specializes in financial planning and wealth management. They combine financial life coaching with investment management to help clients achieve their life goals and financial independence. Their services include retirement planning, budgeting, estate and tax planning, and goal-based investing. CS Advisors aims to provide clients with financial peace of mind through personalized consultations and disciplined investment strategies.Explore more
CS Advisors's Social MediaPopular SearchesCs Advisors IncCS Advisors LLCCs Advisory LLCCS FinancialCp's Advisors IncSIC Code 62,628NAICS Code 52,523Show more

CS Advisors Org Chart

JH
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Founder & Chief Executive Officer

PhoneEmail
Steven Sherman, President at CS Advisors
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CS Advisors

<$5M
1-10
Private
-
2002
JH
James HaslemFounder & CEO
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
1962
LD
Laura DavisChief Operating Officer
<$5M
1-10
Private
-
1997
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CS Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

CS Advisors Tech Stack

A closer look at the technologies used by CS Advisors

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Frequently Asked Questions Regarding CS Advisors

What is CS Advisors's official website?
CS Advisors's official website is www.csadvisorsinc.com
What is CS Advisors's Revenue?
CS Advisors's revenue is <$5 Million
What is CS Advisors's SIC code?
CS Advisors's SIC: 62,628
What is CS Advisors's NAICS code?
CS Advisors's NAICS: 52,523
How many employees does CS Advisors have?
CS Advisors has 1-10 employees
What industry does CS Advisors belong to?
CS Advisors is in the industry of: Finance, Securities Trading
What is CS Advisors competition?
CS Advisors top competitors include: Furlong Investment Solutions, Fortune Wealth Management, Karras, Eppolito Financial Strategies
What technology does CS Advisors use?
Some of the popular technologies that CS Advisors uses are: Sentry, Java, Microsoft 365, F5 BIG-IP Platform
How do I contact CS Advisors?
CS Advisors contact info: Phone number: (561) 241-9301 Website: www.csadvisorsinc.com
What does CS Advisors do?

CS Advisors Inc. is an independent fee-only Registered Investment Advisory Firm based in the United States that specializes in financial planning and wealth management. They combine financial life coaching with investment management to help clients achieve their life goals and financial independence. Their services include retirement planning, budg... eting, estate and tax planning, and goal-based investing. CS Advisors aims to provide clients with financial peace of mind through personalized consultations and disciplined investment strategies.Read More

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

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