Welcome to CDS Financial Services, LLC
At CDS Financial Services, LLC, we are in a unique position to contribute to the financial opportunities of our clients —while taking full advantage of comprehensive back-office support, regulatory expertise and oversight, as well as technological support provided by LPL Financial, the #1 independent broker/dealer in the country.* These advantages are passed on to our clients in the form of better and more personalized service.
We encourage you to explore our site and learn more about our company and the services we provide. You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources and calculators, as well as useful links to other financial planning and investment related sites.
Chance Hooper, CPA, CFP®, PFSSM, AAMS®, Director of Financial Services
Why Do Business with CDS Financial Services, LLC?
Without hesitation, my response is always the same: independence.
Why may independence be important to individual investors? Well, for one, your future financial success may depend on the type of investment advice you get today. In an increasingly complicated era, pursuing your financial goals depends on unbiased advice; meaningful, timely information and research; and access to the investments and services that best fit your specific circumstances.
My independence affords you the potential benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations. Being independent means I am free to recommend only those products and services that address my clients’ needs—that is, no quotas or pressure to sell proprietary products. Truly independent research enables me to choose investments solely on the merits of their characteristics and their suitability for your financial goals.
Should you have any questions or if you would like more information, please feel free to e-mail us at firstname.lastname@example.org or call us toll-free at (888) 388-1040 or direct at (320) 235-3311.
**As reported by Financial Planning magazine, June 1996-2012, based on total revenue.