Certified Financial Strategies Corporation

EST. AUM
$144,386,627

CONTACTS
2

CLIENT ACCOUNTS
306

Firm Details

Metro area Dallas
CRD Number 114361
Website cfscorp.com
Client types

Overview

Certified Financial Strategies Corporation is an independent, fee-only registered investment advisor headquartered in Dallas, Texas, with an additional office in Tesuque, New Mexico. Established in 1990, the firm specializes in providing comprehensive wealth management services, including investment planning, tax strategies, and retirement planning. Operating under a fiduciary standard, Certified Financial Strategies prioritizes the best interests of its clients, ensuring transparent and personalized financial guidance. The firm employs a client-first philosophy, emphasizing open communication and a tailored approach to meet individual financial goals. With a team of experienced professionals, Certified Financial Strategies is committed to delivering strategic financial solutions that help clients achieve financial independence and long-term success.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Certified Financial Strategies Corporation

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company