Central Financial Services
CFS is a full service, independent financial planning firm. We help our clients find the best solutions to reach their financial goals. This could be as simple as purchasing term insurance or a mutual fund.or as complex as a sophisticated estate plan. We provide a comprehensive array of financial planning and wealth management services to individuals, business owners, professionals, and retirees. Our company's primary objective is to meet the financial needs of our clients by providing active portfolio management, retirement plans, insurance plans, and financial planning services. After carefully listening to our client's specific needs, we offer solutions that are clearly explained, justified and objective. Contact us today with questions you may have about your financial situation. We're here to help. Securities and investment advisory services offered solely through Ameritas Investment Corp,(AIC) Member FINRA, SIPC. AIC and CFS are not affiliated. Additional products and services may be available through Central Financial Services that are not offered through AIC. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
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Verified contacts
17
available on Kipplo
LinkedIn employees
26
11 to 50 range
Open roles
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no listings
Distinct roles
13
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- BK
Bob Kelly
Registered Representative · Sales & Business Development
EmailPhone - DS
Daniel Seefeldt
Financial Advisor · Finance & Accounting
EmailPhone - JM
Johnny Mead
Financial Representative · Sales & Business Development
EmailPhone - MF
Matt Franks
Financial Services Associate · Finance & Accounting
EmailPhone - MM
Matt McLaughlin
Associate · Finance & Accounting
EmailPhone
Showing 5 of 17 verified contacts
Top roles at Central Financial Services
13 distinct titles indexed · top 10 shown.
- 2financial advisor
- 2office manager
- 1administrative assistant
- 1assistant manager
- 1associate
- 1csr
- 1executive assistant
- 1financial representative
- 1financial services associate
- 1principal
- +3more titles
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