Where do you want your road map to take you?

Helping you navigate your journey to financial freedom

Starting your career, getting married, growing your family, starting a business, and retiring are just some of the milestones we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and guide you along the way.

At CFS, we approach your financial situation from a multi-dimensional perspective while building long- term, trusted relationships. To us, you’re not just a number or portfolio. You are our priority and we have built our firm around helping you succeed. Contact us today to get started!

Our Services

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are committed to you.

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“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life”

- Henry David Thoreau

Designed for you

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. We utilize our comprehensive approach to help.

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“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future”

- Alexa Von Tobeln

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Protection

Lifestyle

Retirement

Estate

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At Certified Financial Services, we take pride in our dynamic culture that welcomes both associates and clients into our CFS family.

Committed to our holistic planning approach for over 35 years, we work diligently to create the proper strategies that optimize your wealth-building potential and financial well-being.

Learn more

Where do you want your road map to take you?

Helping you navigate your journey to financial freedom

Our Services

Focused on You

“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life”

Designed for you

A New Approach to Planning

“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future”

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Protection

Lifestyle

Retirement

Estate

Sign Up For Our Newsletter

Want to be Smarter With Your Money?