“The most encouraging thing to me is that it is always clear that CFD wants to be a partner in my growth, both professionally and personally. I’m sure there are things I could ask for where the answer might be ‘no,’ but my experience has generally been, ‘Well that’s very interesting, let’s look at the regulation and figure this out.’”  

With the depth and complexity of industry offerings and the ever-changing nature of the industry itself, knowledge is power.  And cfd puts that power at their advisers’ fingertips…  

Coming from a national Broker Dealer, I was initially concerned that business processing efficiency at CFD would be a step back. However, I found that I am running my business MORE efficiently, and I am receiving more personal service, with CFD than was the case with a large firm. The responsive service allows me to serve clients with a new level of excellence. I have been delighted to find that CFD leadership & the team make following through on their promises a way of life.

When looking for a new broker-dealer, my search targeted small, non-corporate, independent institutions.  I came from the large corporate environment, and it drove me insane.  I was a number.  Service, the advisors, and the clients were secondary to corporate policy and the bottom line.  With CFD, the advisors and the clients come first, and that is proven every day.  It’s been two years now that I selected CFD to assist me in serving my clients.  They have helped me put the past behind me, and continue to show me the future is bright in their organization.  I am a member of the family, and they demonstrate so at every turn.