Our Services

The financial management process begins with an in-depth evaluation of your current financial situation. Once we¹ve established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you¹re confident in and comfortable with the financial suggestions we make.

Some of the services our associates offer:

1) College Funding Strategies
2) Tax Reduction Strategies 
3) Investments*
4) Retirement planning
5) Estate conservation
6) Risk management*
7) Cash management*
8) Charitable giving

*Securities and investment advisory services offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc.  CPS Financial Services is independent of Equity Services, Inc. Tax advice is not offered by Equity Services, Inc.