The CFM Difference
We offer you a combination of both
Tax Preparation and Investment Advisory Services
Are you tired of hearing the standard disclaimer from many financial firms? "Please consult your tax advisor before implementing this recommendation". At CFM you will not hear this disclaimer. Our clients benefit from our advice because we are both tax advisors and investment advisors. We offer you this unique and valuable advantage, and that sets us apart from typical investment advisory firms. Our extensive tax background combined with our experience in Investment Management offer you piece of mind as you weigh investment decisions that can affect your tax situation.