stars 1 stars 2 stars 3

CF Services Group is an independent financial services firm which provides financial planning and investment services to individuals and families and employee benefits programs to small companies. We have two specialties -- retirement and socially responsible impact investing. Many of our clients combine these two services. For example, we can design a 401(k) plan for a company which has socially responsible impact investing options. We also help individuals who are saving for retirement as well as those who are near retirement or already retired to create portfolios which provide stable and predictable income and which also align with their personal values. We have found that it is possible to participate in shareholder activism to encourage large companies to help make the world better while having little or no negative impact on investment returns.

View Top Employees from CF Services Group Inc

CF Services Group Inc Questions

The CF Services Group Inc annual revenue was $1 million in 2023.

David Yarn is the Owner of CF Services Group Inc.

2 people are employed at CF Services Group Inc.

CF Services Group Inc is based in Gaithersburg, Maryland.

The NAICS codes for CF Services Group Inc are [52, 5239, 523, 52393].

The SIC codes for CF Services Group Inc are [628, 62].

Top CF Services Group Inc Employees

View Similar People
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups / month.
Search
Search over 700 million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers (business & personal).
High Performer Summer 2022 RocketReach is a leader in Lead Intelligence on G2 RocketReach is a leader in Lead Intelligence on G2 RocketReach is a leader in Lead Intelligence on G2
talentculture2022
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users