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CFS Investment Advisory Services LLC

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CFS Investment Advisory Services LLC

Overview:

Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Our staff consists of experienced professionals with a “hands-on” approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality.

No one strategy fits everyone, which is why every client gets our undivided attention- from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to discover and experience the power of our services.
As a busy professional or active retiree, you need someone you can trust to manage the assets you've worked so hard to accumulate for your family. You need a financial advisor who offers the experience, independence, and integrity to match your own achievements and goals.

CFS Investment Advisory Services LLC (CFS) will help you understand and control your finances and free you to pursue your dreams and aspirations. CFS stands for Common Financial Sense, a philosophy that embraces sophistication without complication.

You will work with dedicated financial advisors who listen, understand, and care deeply about helping you make your dreams come true. We call it the CFS Standard of Care; you will call it the freedom to enjoy your life without worrying about your finances.

CFS is a fee-based firm that offers two primary areas of expertise:

Private wealth management for individuals, families, and business owners.
401(k) and retirement plan management for corporations and nonprofit organizations.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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