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 IncWebsite | http://www.cfservicesgroup.com |
Revenue | $1 million |
Employees | 2 (2 on RocketReach) |
Founded | 1981 |
Address | 9083 Shady Grove Ct, Gaithersburg, Maryland 20877, US |
Phone | (301) 963-8820 |
Fax | (301) 963-3733 |
Technologies |
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Industry | Insurance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
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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].