CFS Financial, LLC

Overview

CFS Financial, LLC is an individually owned limited liability company that advises primarily individuals and families. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses while also selecting third‑party advisers and managers on behalf of clients. CFS Financial acts as a capital allocator and does not identify as an ESG investor. The adviser is registered to operate in Massachusetts and New Jersey and runs a small, fee‑based advisory practice. Its advisory scope emphasizes direct portfolio oversight for private clients and the use of external managers where appropriate.

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Location & Offices