Community Financial Services Group

Community Financial Services Group (CFSG) is a trusted provider of wealth management and investment services, helping individuals, families, nonprofit organizations, and small businesses make confident financial decisions for the long term. With roots dating back to 1926 and more than $1.5 billion in assets under management, CFSG brings nearly a century of experience and a deeply personal approach to financial planning. Unlike larger, product-driven firms, CFSG emphasizes relationships, not sales, and has earned the enduring trust of clients across generations. The team at CFSG is professional, knowledgeable, and responsive, providing individualized guidance and expertise to help clients achieve their financial goals.