CFS Investment Advisory Services Employee Directory

Financial ServicesUnited States2-10 Employees

As a busy professional or active retiree, you need someone you can trust to manage the assets you've worked so hard to accumulate for your family. You need a financial advisor who offers the experience, independence and integrity to match your own achievements and goals.

CFS Investment Advisory Services L.L.C. (CFS) will help you understand and control your finances and free you to pursue your dreams and aspirations. CFS stands for Common Financial Sense, a philosophy that embraces sophistication without complication.

You will work with dedicated financial advisors who listen, understand and care deeply about helping you make your dreams come true. We call it the CFS Standard of Care; you will call it the freedom to enjoy your life without worrying about your finances.

Find CFS Investment Advisory Services employees' phone numbers or email addresses

CFS Investment Advisory Services Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

CFS Investment Advisory Services's Leadership

  • Stylized image of a person
    G. M.
    Founding Partner And Managing Member
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  • Stylized image of a person
    J. B.
    Director Of Retirement Services
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  • Stylized image of a person
    J. B.
    Director Of Retirement Services
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  • Stylized image of a person
    A. A.
    Business Development Manager
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  • Stylized image of a person
    C. L.
    Operations Manager
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  • Stylized image of a person
    C. L.
    Client Services Manager
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  • Stylized image of a person
    R. M. J.
    Senior Financial Advisor
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  • Stylized image of a person
    A. M.
    Financial Planner
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Contact profiles from CFS Investment Advisory Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. M.
    Founding Partner And Managing Member
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    J. B.
    Director Of Retirement Services
    Phone icon
    United StatesNew Jersey
    Nov 20, 2025
  • Stylized image of a person
    J. B.
    Director Of Retirement Services
    Phone icon
    Oct 23, 2025
  • Stylized image of a person
    A. A.
    Business Development Manager
    Phone icon
    United StatesNew Jersey
    Oct 21, 2024
  • Stylized image of a person
    C. L.
    Operations Manager
    Phone icon
    United StatesNew York
    Oct 22, 2024
  • Stylized image of a person
    C. L.
    Client Services Manager
    Phone icon
    United StatesNew Jersey
    Oct 24, 2025
  • Stylized image of a person
    R. M. J.
    Senior Financial Advisor
    Phone icon
    United StatesNew Jersey
    Oct 13, 2025
  • Stylized image of a person
    A. M.
    Financial Planner
    Phone icon
    United StatesNew Jersey
    Nov 15, 2025
  • Stylized image of a person
    H. N.
    Managing Member
    Phone icon
    United StatesNew Jersey
    Nov 20, 2025
  • Stylized image of a person
    P. N.
    Certified Financial Planner™
    Phone icon
    United StatesNew Jersey
    Nov 12, 2025

Frequently Asked Questions

What is CFS Investment Advisory Services known for?

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CFS Investment Advisory Services was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 97 Lackawanna Avenue, Suite 101, Totowa, NJ 07512, US; you can contact the main corporate office by phone at . Explore CFS Investment Advisory Services's company overview page for more information.

What is CFS Investment Advisory Services's most common email format?

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CFS Investment Advisory Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CFS Investment Advisory Services email formats with LeadIQ.

How many employees does CFS Investment Advisory Services have currently?

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CFS Investment Advisory Services has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are CFS Investment Advisory Services's key employees and leadership?

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As of December 2025, CFS Investment Advisory Services's key employees include:

  • Founding Partner And Managing Member: G. M.
  • Director Of Retirement Services: J. B.
  • Director Of Retirement Services: J. B.
  • Business Development Manager: A. A.
  • Operations Manager: C. L.

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