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Grow With Us. 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
BlueRidge Bank is a Frederick, MD-based company in the Financial Services sector.
Blackhawk Bank & Trust is a Milan, IL-based company in the Financial Services sector.
Soltow Business Supplies is a Grove, OK-based company in the Financial Services sector.
As a not-for-profit organization, we give back to our growing membership in the form of better rates, lower fees, and hundreds of volunteer hours every year. We proudly serve the communities of Riverside and San Bernardino counties, select areas of Los Angeles County, and the desert communities of Needles and Bullhead City. We`re Hiring! If you`re warm, caring, friendly and have a passion for serving others, then you`re at the right place. With opportunities throughout the communities we serve, we`re looking for people with strong integrity, an open mind, who are courageous, and enjoy being part of one team who makes an impact on the community.