The C F P Group
We chose to be part of the financial services industry to help others. This passion to help stems from collective experience and the financial challenges we have watched friends, families or ourselves experience in the past. As witnesses to challenges faced by important people in our lives, we recognized the need for a professional and caring team to help others realize the life they want. Our purpose is to help others define their goals, establish a wealth management approach centered on their priorities and then help them manage the inevitable changes in life.
We chose to be part of the financial services industry to help others. This passion to help stems from collective experience and the financial challenges we have watched friends, families or ourselves experience in the past. As witnesses to challenges faced by important people in our lives, we recognized the need for a professional and caring team to help others realize the life they want. Our purpose is to help others define their goals, establish a wealth management approach centered on their priorities and then help them manage the inevitable changes in life.
CKP®, CPFA™, CRPC™
AAMS™
CRPS™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
