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!
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
-
https://www.cfsbinvestments.com
CFSB Investments的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Benton，Kentucky
- 类型
- 上市公司
- 创立
- 1985
- 领域
- Financial Planning、Retirement、Estate Planning、College Financial Planning、401(k) 、Tax Planning、Tax Managed Investing、Advisory Services、Wealth Management、Personalized Advisory Services、Annuities、Bonds和Financial Risk Assessment
地点
CFSB Investments员工
动态
-
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!
-
-
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
-
-
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.
-
-
Our very own Riley Solomon will be participating in Dancing with our Stars to raise money and awareness for the American Cancer Society this year. We hope you are willing to help him reach his fundraising goal for this wonderful organization!! Tables are also still available but going fast! https://lnkd.in/gXtr5-iF...
-