FAQs
What is CF Services Group, Inc.?
We are a small company that helps individuals, families, and small businesses find solutions to their long term financial problems. We are adept at helping our clients protect and grow their assets and eventually transfer assets to the next generation. We provide innovative solutions for small business employee benefit programs. These are some of our tools for helping you to build wealth, protect wealth, and transfer wealth.
What services can you provide for families and individuals?
Retirement income planning, Educational funding strategies, Estate planning services**, Life insurance, Disability Income insurance, Long term care insurance, Mutual funds*, Fixed and variable* annuities, Fee-base managed accounts*
What services can you provide for small businesses?
Group health and dental insurance, Partially self funded, fully reinsured health insurance, Group life, long term and short term disability income insurance, Qualified retirement plans,* including 401(k) and 412(i), Cafeteria plans/flexible spending accounts, Buy/sell agreement funding, Salary continuation programs, Nonqualified executive compensation
How does CF Services Group do its job?
All of our people know that the most important part of our job is to listen. We cannot help anyone solve anything if we don't understand the problem, the concerns, and the available resources. We don't have all the answers, but we can help to work out strategies and provide the financial services and products to build solutions.
How do the people at CF Services get paid for their work?
We provide and implement strategies which will help to solve long term financial problems. We sell insurance to individuals and companies -- life insurance, health insurance, disability, and long term care. We also help design, install, and service retirement plans funded with appropriate investments. And we provide investment advice and brokerage to help sustain the financial rewards of a lifetime's work. We sometimes are paid by commissions and sometimes are paid by fees for our advisory services.*
Who are CF Services Group's personnel?
Len Cohen is the founder and owner of the company. He has been a financial professional in the Washington metropolitan area for 20 years. Len has earned the professional designations of Chartered Life Underwriter and CERTIFIED FINANCIAL PLANNER™ Practitioner. He is a Registered Representative*, Investment Advisor Representative* of Walnut Street Securitie. He also an insurance agent, Len is adept at finding creative solutions to issues that range from the ordinary to the highly complex. He personally works with his own clients and supervises the business of the company. For more about Len, see "Our Business Philosopy".
Jill Childers has the voice you'll usually hear first when you call CF Services Group. After more than 9 years with the company, she knows our clients and often has quick solutions to their concerns. When she can't solve the problem, she knows who will make sure that questions are promptly answered.
David S. Yarn is a licensed life and health insurance agent. David is a financial services professional and an insurance and employee benefits agent. David's area of expertise is data analysis. He works to prepare illustrations and presentations that help you better understand our analysis. David works very closely with all of our small group clients in maintaining employee benefits plans that meet their needs. He also works with individual clients and families, specializing in using insurance products as risk management tools to help provide long term financial security.
Where are you located?
9083 Shady Grove Court, Gaithersburg, MD 20877
Directions: I-270 to Shady Grove Road exit. Head east (away from hospital). Make a left turn at Comprint Court. Make the first left into complex and left to 9083 (3rd condo).
*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.
**WSS and its representatives do not offer tax and legal advice. Please consult your tax or legal counsel for such advice.
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