Cfs Financial, LLC

Cfs Financial, LLC (CRD# 173972) is a financial advisory firm headquartered in Salem, MA. They manage $1,582,087 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $226,012
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NJ

Financial Advisors at Cfs Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew S. Carpenter
CRD#: 5849681
10 Federal Street, Suite 410, Salem, MA 01970

Matthew Carpenter (CRD# 5849681) is an Investment Advisor Representative working at Cfs Financial, LLC in Salem, MA and has over 13 years of experience in the finance industry.

2
William J. Rabbitt
CRD#: 5593227
10 Federal Street, Suite 410, Salem, MA 01970

William Rabbitt (CRD# 5593227) is an Investment Advisor Representative working at Cfs Financial, LLC in Salem, MA and has over 9 years of experience in the finance industry.

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