About Community Financial Services Group
Reviews for Community Financial Services Group
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
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.
I have been with CFSG since 2021 and could not be more satisfied. In CFSG I have found a steady, informed, trustworthy partner to help me build a robust financial future. The personal relationships are incomparable. The two advisors I've worked with always listen carefully and consistently provide thoughtful, specific, cogent guidance. They answer all my questions, help me with tasks big and small, stay calm when I cannot, and always do so with kindness and clear eyes. I won't work with anyone else.
I have been using the services of CFSG since I retired three years ago. I'm very satisfied by the way my account is being handled and I really appreciate the help I have received from wealth associate specialist Kristen Kilby.
CSFG's has made attention to my investment activies very successful and easy. Randall is a true professional with all the knowledge needed. He and Krista have made my dealing with my account so easy to do for which I am so grateful.