Consolidated Financial Inc
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Consolidated Financial Investments (CFI) is a privately owned, self-directed discount brokerage firm that offers financial products and services to individuals, Family Offices, Independent Registered Representatives, and Independent Registered Investment Advisors. They empower their clients to make their own investment decisions while implementing an investment philosophy focused on low costs and seeking after-tax, risk-adjusted market returns.
Consolidated Wealth Management (CWM), on the other hand, is an independent, fee-only wealth management firm and Registered Investment Advisor (RIA) that specializes in transition planning for clients facing divorce, inheritance, and retirement. They provide personalized advisory services and strive to help clients achieve their unique financial goals.
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