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Our Qualifications

Corporate Financial Services has been working with individuals and businesses in the community for over 12 years.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

Each of our advisors has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Every company faces the ongoing challenge of attracting and retaining quality employees. Today there are a variety of plans and investment options through which employers can provide tax-favored opportunities for their employees as well as for individuals.

We’re looking forward to using our knowledge and experience to help you pursue your financial goals.