Our family owned and operated agency has been proudly serving individuals and businesses in the area for over 50 years!

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We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation. We will provide you with only the highest quality information, products and services to help you reach your goals.

 

At CFR we develop a customized financial practice by walking you through a step-by-step process that will allow you to feel confident in your decisions. Once your goals have been established, we will tailor appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing our many products and services.