Harris Nydick, CFP®, AIFA®
Founding Partner and Managing Member of CFS Investment Advisory Services, LLC
I lost 90 lbs!
May 11, 2025
Jordan McGrath
Director of Business Development, Trek Financial
Positive feedback from our advisors!
Oct 14, 2024
Kevin Jones
Financial Advisor, Church Falls, VA
Back to playing tennis!
Dec 3, 2023
Benj Foor, CFP®, EA
Partner & Financial Advisor, Frazier Financial Advisors, LLC
Outstanding feedback at client event!
Oct 21, 2024
Abbie Holland
Business Owner, Wisconsin
Same place, same dress, different person!
May 11, 2025
Ann
Financial Planner, New Mexico
Definitely what I was looking for!
May 4, 2024
Les
Financial Advisor, Pennsylvania
Realistic and repeatable!
Apr 29, 2024
Carolyn
Pennsylvania
I loved the portal!
May 8, 2024
Robert
Financial Advisor, TN
Apr 29, 2024
Gabrielle, New Jersey
Wonderful experience!
Mar 26, 2024
Miriam Whiteley
Financial Planner, LifeCraft Financial Planning
Her approach works!
Dec 3, 2023
Jeff
Financial Advisor, New Jersey
Dec 3, 2023
Ben Haas
Haas Financial Group, Kutztown, PA
Dec 3, 2023
Richard
Financial Advisor, Massachusetts
All of my bloodwork improved!
Dec 3, 2023
Harris Nydick, CFP®, AIFA®
Founding Partner and Managing Member of CFS Investment Advisory Services, LLC
I lost 90 lbs!
May 11, 2025
Jordan McGrath
Director of Business Development, Trek Financial
Positive feedback from our advisors!
Oct 14, 2024
Kevin Jones
Financial Advisor, Church Falls, VA
Back to playing tennis!
Dec 3, 2023
Benj Foor, CFP®, EA
Partner & Financial Advisor, Frazier Financial Advisors, LLC
Outstanding feedback at client event!
Oct 21, 2024
Abbie Holland
Business Owner, Wisconsin
Same place, same dress, different person!
May 11, 2025
Ann
Financial Planner, New Mexico
Definitely what I was looking for!
May 4, 2024
Les
Financial Advisor, Pennsylvania
Realistic and repeatable!
Apr 29, 2024
Carolyn
Pennsylvania
I loved the portal!
May 8, 2024