SEC CRD #801-56891
CFM Advisors Corporate and Personal Investment Plan Advisory Services: Unbiased, Independent Consulting Services 1373 Veterans Hwy., Suite 10, Hauppauge, NY 11788 818-276-4657 Schedule a Consultation Partner with us to Mitigate your Fiduciary Responsibility Offset your liability and responsibility to an investment fiduciary who specializes in corporate retirement plans. Connect with us Discover security and trust in CFM Advisors Services. 3(38) Fiduciary Services Investment Monitoring Monitor timing of remittances Investment Recommendations Removal and replacement of investments that no longer meet our investment selection criteria. Read More About CFM Advisors Inc. CFM Advisors, Inc. has been providing nearly three decades of qualified plan investment experience. CFM Advisors, Inc, is an SEC Registered Investment Advisory firm dedicated to providing high quality, independent, unbiased service since 1996. CFM Advisors, Inc. is a national service provider primarily focusing on corporate and personal investment plan advisory services with the objective of maximizing plan portfolio performance while minimizing plan portfolio risk. Read More Meeting your Fiduciary Responsibility Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. The employees participating in the plan, their beneficiaries, and the employer benefit when a retirement plan is in place. Administering a plan and managing its assets, however, require certain ac
ANTHONY M. WARD
CHIEF COMPLIANCE OFFICER & IN-HOUSE ERISA COUNSEL
๐ (631) 657-2135
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AUM
$203M
Location
HAUPPAUGE, NY
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