Our Qualifications
Founded in 1979, CPS Financial Services has grown into an organization with nearly 50 associates in offices located on Long Island, Florida, North Carolina and New Jersey.
Our representatives include CPA's, J.D.'s, Certified Financial Planner™ Practitioners, CLU's, and ChFC's, licensed insurance agents, as well as associates who are Registered Representatives and Investment Advisor Representatives of Equity Services, Inc.
A number of our associates are licensed instructors with the State of New York for the purposes of providing Continuing Education Credits to Life Insurance Licensees as well as Certified Public Accountants. Our associates have appeared on various radio programs and have been featured in several industry publications. In fact, our organization boasts 4 past Presidents of the Suffolk Association of Insurance and Financial Advisors.
We run public information seminars and workshops on a regular basis on a variety of financial and risk management topics.
Our representatives work with more than 12,000 customers, predominantly in the New York metropolitan area.
We have developed a reputation for thoroughness and strive to provide unequalled service and utmost dedication to the need of our clients. We pledge to give you that same amount of personal attention and welcome the opportunity to do so.
CFP® and Certified Financial PlannerTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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