Services that extend beyond the ordinary
Our independent firm offers a broad range of services that extends beyond what you might expect from the typical financial advisor. Because we strive for excellence in serving you, we believe in a comprehensive approach that addresses each area where finances and your life intersect. For any financial need that arises, we can serve as your center point of guidance, delivering objective, unbiased recommendations.
Our services include:
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFS Investment Advisory Services LLC is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. CFS is registered with the SEC. CFS Investment Advisory Services provides investment advisory and related services for clients nationally. CFS Investment Advisory Services will maintain all applicable registration and licenses as required by the various states in which CFS Investment Advisory Services conducts business, as applicable. CFS Investment Advisory Services renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
