C.F. SERVICES GROUP, INC.

 

Len Cohen established CF Services Group, Inc.to provide exceptional financial services to families and small businesses in the Washington, DC metropolitan area.  Len is a CERTIFIED FINANCIAL PLANNER™ Practitioner and Chartered Life Underwriter designee (CLU) with over 25 years experience.  CF Services Group, Inc. is made up of an experienced team to provide large company services on a one-to-one basis.  All of our services are custom designed for each client's unique requirements.

CF Services Group, Inc. provides services in the following areas:

 
     ·     Life, disability, and long term care insurance
 
     ·     Employee benefit plans of all kinds, including medical, dental, life, disability,
            retirement plans, and long term care
     ·     Executive benefits
     ·     Business continuation planning
     ·     Deferred compensation
     ·     Flexible spending accounts and consumer driven health plans
     ·     Employee benefits education
 
Investment Services through Walnut Street Securities, Inc.
     ·     Investment brokerage
     ·     Fee-base Managed Accounts
     ·     Education Planning Strategies
     ·     Legacy planning
     ·     Estate planning
     ·     Financial planning
 

Financial Planning Perspectives

Financial Planning Perspectives is provided by the Financial Planning Association®.  The information herein is general in nature and provided for informational purposes only, and should not be considered tax or legal advice.

Email should not be used to enter trades 

Len Cohen is a registered representative and financial planner of and offers securities and financial planning services through Walnut Street Securities, Inc. (WSS), Member FINRA/SIPC.  CF Services Group, Inc. is a separate entity from WSS.

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