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We Help Fix Broken Investment Portfolios and 401(k) Plans
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Building trustworthy, lasting relationships by focusing on what’s important to you |
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Delivering exceptional service through a team of knowledgeable specialists |
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Implementing custom built, fully transparent, open architecture 401(k) plans |
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Areas of Focus: 401(k) and Related Benefit Strategies, Income for Life Solutions, Risk-Based Investment Management, Goal Planning |
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Designations: CFP®, AIF® |
How do you make your money last through retirements that continue for decades when the price of almost everything you buy increases?
How do you meet the onslaught of new government regulations attacking your 401(k) and other related benefit strategies?
What makes you believe that the investment strategies that didn’t work before are going to start working for you now?
Wealth management is a dynamic process that evolves as your future and legacy unfolds.
Join us for a confidential conversation to discuss the answers to these and many other important ideas that are relevant now. CFS offers extraordinary access to the financial markets. Since we do not manufacture any financial products, we have the ability to approach the market with complete objectivity. Our purpose is to bring financial understanding and control to our clients so that they may flourish and prosper.
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Areas of Focus
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Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through CFS Investment Advisory Services, LLC, a registered investment advisor. Cambridge and CFS are not affiliated.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the New Jersey area (includes Atlantic, Bergen, Cape May, Cumberland, Essex, Hudson, Hunterdon, Mercer, Middlesex, Monmouth, Morris, Ocean, Passaic, Salem, Somerset, Sussex, Union and Warren counties in the state of New Jersey) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 41,400 wealth managers in the area. 1,312 award candidates in the New Jersey area were considered for the award, of which 400 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or New Jersey Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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