Estate, Tax and Financial Planning
Investment Management
Agency Accounts For Fiduciaries
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We help individuals determine the best approaches to minimize estate taxes and
income taxes.

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Investment management is the cornerstone of all our services. We would be pleased to compare results with anyone.

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In acting as a corporate trustee, we can provide valuable assistance to an individual or family when it is critically needed.

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We provide professional expertise for individuals who are a trustees of a trust or estate executors/administrators.

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Investment Products: Not FDIC Insured · No Bank Guarantee · May Gain or Lose Value   © 2011 CFSG, LLC

Please note that products sold by Community Financial Services Group, LLC are not covered by FDIC insurance. Investment products offered are not deposits or obligations of any bank, are not guaranteed by the FDIC, the Federal Reserve Board, or any government agency. Investment in mutual funds, stocks and bonds involves risk, including possible gain or loss of principal.