In today’s market, it’s essential to work with a Financial Advisor who can provide insight and guidance based on an understanding of your unique situation. CFS Financial Advisors concentrate on developing, implementing, and monitoring personalized financial plans for their clients. They specialize in retirement strategies and IRA rollovers for 401(k)s, 403(b)s, 457s, Profit Sharing and TSPs.
“I have been privileged to have been providing financial advice to clients in the Lehigh Valley for 23 years and take pride in the strong relationships I have developed with my clients. Every client has their own personal story and my job is to evaluate their particular circumstance and offer the best solutions to help meet their specific needs. This can include anything from 401k/457403 rollovers, pension plan options analysis, retirement income planning, portfolio reviews and asset allocation evaluations, estate and legacy planning to efficiently pass assets onto loved ones, insurance solutions to protect clients from financial risks resulting from premature death, disability and critical care expenses, etc. During my years in financial services I have learned many valuable insights as to what works and what doesn’t and find it very rewarding to pass these insights onto my clients. I enjoy staying up to date on the market and new services that may offer added value to my clients.”
Steve holds both an undergraduate degree and an MBA from Lehigh University and is securities licensed in 15 states and insurance licensed in 9 states
With over 15 years in the industry, Jason provides advice to individuals, families, and businesses. Jason has his bachelor’s degree from LaSalle University. He has worked with his clients to provide investment recommendations based on their individual goals, time horizons, and risk tolerance. In addition to personal financial management, Jason has specialized experience with estate planning for special needs children, Medicaid planning and utilization of trusts. Jason is securities licensed in PA and holds Life and Health Insurance licenses in DE, NJ and PA.