SALISBURY, MD – CFS, Inc. (Comprehensive Financial Solutions) provides personalized solutions to its clients across Delmarva and throughout the United States, including Financial Planning, Small Business Retirement Plans, Tax, Insurance, and Wealth Management.
Brett Harrison, CEO at Cetera Advisors and Kate Mills, Regional Vice Present of Growth at Cetera Advisors, visited the CFS office in Salisbury earlier this month. Cetera Advisors is CFS’ broker/dealer.
As a broker/dealer, Cetera Advisors supports financial professionals, branch offices, and ensemble practices looking to expand their business and enhance their offerings. Cetera Advisors is part of Cetera Financial Group, one of America’s largest networks of financial professionals.
“It is always a pleasure visiting our advisor representative offices across the country and ensuring we are providing the best support as a broker/dealer. Visiting CFS is such a wonderful experience because of their commitment to clients, their growth and development as a firm, and their outstanding company culture. Spending time with their team always feels like friends getting together – we are thankful to have them on board with Cetera Advisors.”, expressed Kate Mills.
As the recipient of Best Investment Firm in Wicomico County for 2021 by Coastal Style Magazine, CFS’ focus on the client experience is evident. CFS is excited for the opportunities in the Delmarva region and with the support of their broker/dealer, CFS looks to continue its recent growth pattern as a trusted financial firm.
At Comprehensive Financial Solutions (CFS) we have assembled a Team of experienced, highly qualified professionals who have been helping families pursue their financial goals for over 35 years. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
Best Of Coastal Style winners are determined by the readers of Coastal Style magazine. Readers nominate their favorites through an online ballot. The businesses that receive the most nominations in each category advance to the second part of the competition, The Voting Round. To maintain the integrity of the readers’ poll and prevent ballot stuffing, voting is limited to one time per email address. The top vote-getter in each category is crowned as the year’s Best Of Coastal Style winner. Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor or firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or the firm by any client nor are they representative of any one client’s evaluations. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor or firm by any client.
