Good Investments
that are Right for You

Investors

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Home Office Team

We take pride in our ability as a Home Office to serve you and your Adviser in an efficient and effective manner. Our team has the experience and expertise needed to assist you in making important decisions. We are here to help you work through the details.

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Financial Solutions

CFD offers a large variety of products available to you and your Adviser, so that you may find what solution works best for your situation. We work hard to be able to offer more products and strategies than you might need for any financial situation.

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Tools & Technology

CFD stays up to date on the current tools and technology in the financial industry, so that you and your adviser can manage your accounts in a simple way, with a strong peace-of-mind. We understand that you want to be able to monitor your investments in a simple and easy fashion – our technology offerings are here to do just that.

Form CRS & Disclosures

Our Form CRS and other disclosures are available for your reference.

Coast to Coast

We have advisers all across the United States. From California to New York, Minnesota to Florida and points in between.

History

Our goal is to assist our financial advisers in serving the best interests of their clients.

Goal

Our goal is to assist our financial advisers in serving the best interests of their clients.

Our Mission

We are dedicated to providing Financial Advisers with the necessary support, tools, techniques, quality financial products, and technologies for the achievement of their clients’ goals and objectives through a team of home office personnel committed to serving advisers in a Christ-like manner, believing you cannot push someone to the top of the mountain without getting there yourself.