Our clients aren’t just clients—they become family. We believe in building relationships based on trust, care, and genuine connection. From the moment you walk through our doors (or reach out to us), we’re dedicated to providing not just a service, but an experience that makes you feel valued and appreciated. Your support means everything to us, and we’re honored to be a part of your journey, some for years and, some for decades! Thank you for choosing us-we will always try to go the extra mile for you! #clientappreciation #thankfulandblessed #TestimonialTuesday
CFSB Investments
投资管ç†
Benton,Kentucky 139 ä½å…³æ³¨è€…
Planning Today For Your Tomorrow
关于我们
CFSB Investments The financial advisors with CFSB Investments are dedicated to helping you pursue your financial goals. Jenny Flanary, Program Manager, Patrick Flanary, and Riley Solomon, CFP?, are dedicated to building long-term relationships with you to provide the on-going guidance you need to help manage both short and long-term goals. Rhonda and Maggie, our associates, are dedicated to ensuring all of our clients' needs are met. From servicing existing client accounts, making appointments, and directing your inquiries to the appropriate personnel. Andrea, our Marketing and Business Development Coordinator, is dedicated to creating new relationships within our community every single day. Andrea keeps our social media, website and advertising running, as well as coordinating events for our clients and community. With a team like this, you are sure to feel welcomed and cared for during your visit to our office! We are available to meet you at any of the (8) CFSB Locations: Benton, Draffenville, Calvert City, Graves County, Murray, and Paducah KY! Our main offices are in Benton and Paducah.
- 网站
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https://www.cfsbinvestments.com
CFSB Investments的外部链接
- 所属行业
- 投资管ç†
- 规模
- 2-10 人
- 总部
- Benton,Kentucky
- 类型
- 上市公å¸
- 创立
- 1985
- 领域
- Financial Planningã€Retirementã€Estate Planningã€College Financial Planningã€401(k) ã€Tax Planningã€Tax Managed Investingã€Advisory Servicesã€Wealth Managementã€Personalized Advisory Servicesã€Annuitiesã€Bondså’ŒFinancial Risk Assessment
地点
CFSB Investments员工
动æ€
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For over three decades, Jenny has been going above and beyond for her clients, always bringing kindness, expertise, and a personal touch to everything she does. Her dedication and hard work have made a difference in so many lives, and we couldn’t be more grateful! She loves her clients, and they love her right back!
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When searching for a professional, most people rely on friends or reviews for recommendations—we all want someone we can trust! That’s why we’re so grateful when our clients refer their friends and family to us. We understand that trusting someone new can feel like a big step, so we strive to make the transition smooth and seamless. Your trust means everything to us, and we promise to care for your loved ones just as we would for you!
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Kind words from clients keep us all motivated. Thank you for taking the time to share your encouragement! Riley, and our whole team, are beyond grateful! #TestimonialTuesday #clientappreciation #GenuineConnections
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We are incredibly proud of Jenny Flanary! Today, she was honored with the Milestone Achievement Award by her CFSBank family. Jenny recognizes that this award is a result of the many wonderful relationships she has built with her clients over the past three decades—and she’s still going strong! A heartfelt thank you to her client family for helping her achieve this milestone.
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