Meet Capital Financial Strategies
Capital Financial Strategies, Inc. (CFS), is a premier, full service financial firm serving the Southeast. CFS advisors, staff, and management are committed to providing a positive client experience. CFS works with various companies in the industry to provide clients with products and services that address their unique needs.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. As an independent firm, we have the freedom to provide you with sound, comprehensive financial solutions that fit your unique situation. We take a "hands on" approach and embrace the opportunity to work with other professionals who may provide counsel in other areas of your life (attorneys, CPAs, etc.)
Contact a CFS Financial representative today to begin a relationship and experience our value proposition first-hand.
Additional information about individual registered with FINRA can be found on FINRA's BROKERCHECK.
Solutions and Services
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Mutual Funds
- Brokerage Accounts
- Stocks and Bonds
- Investment Advisory Services and Wrap Accounts
- Asset Allocation
- Financial Planning
- College Funding
- Business Succession
- Retirement Programs
- Deferred Compensation
- Key Employee Insurance
- Group Medical Insurance
- Employee Benefits
Community State Bank does not offer any securities or investment advisory services. Securian Financial Services Inc. and Capital Financial Strategies are not affiliated with Community State Bank.
Not FDIC/NCUSIF Insured. Not a deposit product * No Bank Credit Union affiliate guarantee * May lose value * Not a guarantee of any bank/credit union service * No guarantee of Insurance Underwriter performance.
Capital Financial Strategies is independently owned and operated and offers its own suite of products and services entirely independent of Securian. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. ("Securian") a registered broker/dealer and Investment Adviser. Member FINRA/SIPC**,10199 Southside Blvd. Building One, Suite 200, Jacksonville, Florida 32256
**Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. For information about which individuals associated with Capital Financial Strategies are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.