Consolidate your investment accounts with a fiduciary. CFS is an independent wealth management firm, registered as an Investment Advisor with the SEC. We first seek to consolidate and simplify our clients' current financial matters; we then develop and implement a plan to help achieve their goals.
Focus on a realistic strategy. At the core of our services is a suite of portfolios designed to ensure consistency with client objectives. CFS is proud to have Fidelity Institutional Wealth Services® for custody of client assets, and utilizes Morningstar® Office for research and portfolio accounting. These third party relationships result in a unique blend of industry strength, objectivity, and an open architecture platform providing checks and balances often lacking in traditional Wall Street firms - as evidenced by a history of bailout, buyout and bonus scandals at many of those firms.
Succeed in reaching your goals. We invite you to learn more about our team of professionals with years of experience helping our clients pursue financial goals. 24/7 access to your portfolio via our cutting-edge Client Web Portal means you never have to wonder if your portfolio is still in line with your goals.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 121 N Broad St, Thomasville,georgia 31792,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- cfswealth.com
- Keywords
- Retirement Planning, Investment Advisory Services, Financial Analysis, Strategic Financial Planning.
- HQ
- Thomasville, Georgia
Cfs Wealth Management Questions
Cfs Wealth Management's website is cfswealth.com
Cfs Wealth Management's LinkedIn profile is https://www.linkedin.com/company/cfs-wealth-management
Cfs Wealth Management has
7 employees.
View email and phone details for 7
employees at Cfs Wealth Management.
Cfs Wealth Management's industry is
Investment Management
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Cfs Wealth Management's categories are Investment Management
Cfs Wealth Management's founding year is 1997
