cfd Investments, Inc.

Financial Services - Kokomo, IN, US

cfd Investments, Inc. Details

The "cfd" Companies are committed to helping Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives become trusted advisers who are committed to the Financial Planning process in such a way that they can serve their clients in a professional manner without being either "captive" to an Insurance Company and its Broker/Dealer or an isolated individual trying to be totally independent. Our Belief is that Clients' planning needs are best served by an Independent Investment Adviser they can trust, and with whom they can develop friendships.The "cfd" Companies are the outgrowth of a singular financial organization founded in 1969. Our founder was one of the early pioneers in the financial planning movement who believed clients should have "planning" services available on a fee basis without being obligated to implement products through the Broker/Dealer the planner represented. As a result, to position himself so that the needs of the clients could always be placed first, CFD Investments, Inc., a Registered Broker/Dealer, was founded in 1990. The intent then and now is to build a firm started by an adviser for advisers to serve their clients by always placing client needs ahead of the needs of the firm and its advisers.Our key strengths include our commitment to being a firm of integrity regardless of circumstances, our commitment to helping our advisers serve their clients in the manner we would like to be served if we were in their circumstances, and our commitment to placing our mission of helping people achieve their goals and objectives before the commission earned by our Advisers while attempting to teach stewardship and demonstrating Kingdom Values.Advisory services are provided through Creative Financial Designs, Inc., Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & SIPC 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600

cfd Investments, Inc. logo, cfd Investments, Inc. contact details
Employees: 20 - 49
HQ: 765-453-9600
Location: Kokomo, IN, US
Revenue: 20 - 50 Million
Finance Financial Services Financial Advisory Services
cfd Investments, Inc. Technologies
Email Providers

Outlook

Marketing Automation

Active Campaign

CMS

WP Engine

Hosted Forms

Gravity Forms

Other

Microsoft Office 365

Hosting

Google Cloud Hosting

View All Technologies Used At cfd Investments, Inc.

Contacting cfd Investments, Inc.: Connect with Executives and Employees

Get in Touch with cfd Investments, Inc. Executives and Employees

Connecting with cfd Investments, Inc.'s Executives and Workforce

Accessing Contact Information for cfd Investments, Inc. Executives

Connecting with cfd Investments, Inc.: Reach Out to Their Team

Discover How to Contact cfd Investments, Inc. Executives and Staff

Looking to connect with cfd Investments, Inc. executives or employees?

Seeking to Get in Touch with cfd Investments, Inc. Executives or Staff?

Want to Reach Out to cfd Investments, Inc. Executives or Team Members?

In Search of Contact Details for cfd Investments, Inc. Professionals?

Connecting with cfd Investments, Inc.: Contacting Executives and Staff

Browse companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z