Client Services

CFSC has grown into a full service introductory broker-dealer/RIA providing brokerage, investment advisory services, alternative investments, investment banking and IRS Section 1031 Like-Kind Exchange services.

Every one of our clients are at different stages in their lives, which is why we try to provide a variety of services to cater to their individualized goals. Whether you are looking for growth, income, estate planning or something else, we can work with you to find the products that fit your needs.

Services that we can provide but are not limited to:

Alternative Investments
Investment Advisory
Stocks
Bonds
Mutual Funds
Life Insurance & Annuities
Investment Banking