Insights

High Net Worth Focus Target expansion into mid-size family offices and high-net-worth individuals who require bespoke investment strategies, given the firm’s emphasis on independence, integrity, and personalized planning.

Boutique Firm Growth Leverage the small team size and agile operations to position as a personalized alternative to the big incumbents, offering tailored services and scalable tech-enabled advisory processes.

Strategic Asset Shifts Opportunities exist in cross-selling to clients around current stake activities in ETFs and large-cap equities, with room to expand into emerging markets and sector-specific holdings.

Technology Enablement Promote value through the firm’s modern tech stack (AWS, Salesforce, Sitecore, analytics tools) to deliver data-driven oversight, client portals, and enhanced reporting for distressed or complex portfolios.

Growth Partnerships Explore partnerships with digital marketing and brand optimization providers aligned with CFS’s history with FMG Suite and Yext to amplify client acquisition and online visibility.

CFS Investment Advisory Services Tech Stack

CFS Investment Advisory Services uses 8 technology products and services including Hotjar, Snowplow, Amazon Web Services, and more. Explore CFS Investment Advisory Services's tech stack below.

Analytics

Analytics

Cloud Hosting

Content Management System

Sitecore

Content Management System

Salesforce

Customer Relationship Management

New Relic

Real User Monitoring

Dynatrace

System Analytics & Monitoring

CFS Investment Advisory Services Email Formats	Example	Percentage
First@cfsias.com	John@cfsias.com	84%
Last@cfsias.com	Doe@cfsias.com	5%
FLast@cfsias.com	JDoe@cfsias.com	6%
F.Last@cfsias.com	J.Doe@cfsias.com	5%

CFS Investment Advisory Services Email Formats

Example

Percentage

First@cfsias.com

John@cfsias.com

84%

Last@cfsias.com

Doe@cfsias.com

FLast@cfsias.com

JDoe@cfsias.com

F.Last@cfsias.com

J.Doe@cfsias.com

Frequently Asked Questions

What is CFS Investment Advisory Services's phone number?

You can contact CFS Investment Advisory Services's main corporate office by phone at

+1-973-826-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CFS Investment Advisory Services's official website and social media links?

CFS Investment Advisory Services's official website is cfsias.com and has social profiles on LinkedIn.

How much revenue does CFS Investment Advisory Services generate?

As of September 2026, CFS Investment Advisory Services's annual revenue is estimated to be $10M - $25M.

What is CFS Investment Advisory Services's NAICS code?

CFS Investment Advisory Services's NAICS code is 52 - Finance and Insurance.

How many employees does CFS Investment Advisory Services have currently?

As of September 2026, CFS Investment Advisory Services has approximately 10 employees across 1 continents, including North America. Key team members include Director Of Retirement Services: J. B. and Financial Advisor: P. N. Explore CFS Investment Advisory Services's employee directory with LeadIQ.

What industry does CFS Investment Advisory Services belong to?

CFS Investment Advisory Services operates in the Financial Services industry.

What technology does CFS Investment Advisory Services use?

CFS Investment Advisory Services's tech stack includes Hotjar, Snowplow, Amazon Web Services, Duda, Sitecore, Salesforce, New Relic and Dynatrace.

What is CFS Investment Advisory Services's email format?

CFS Investment Advisory Services's email format typically follows the pattern of First@cfsias.com. Find more CFS Investment Advisory Services email formats with LeadIQ.

When was CFS Investment Advisory Services founded?

CFS Investment Advisory Services was founded in 1990.

CFS Investment Advisory Services

Q: What technology does CFS Investment Advisory Services use?

CFS Investment Advisory Services's tech stack includes X-Content-Type-Options, Hotjar, X-XSS-Protection, FancyBox, JSON-LD.

Q: What is CFS Investment Advisory Services's NAICS code?

CFS Investment Advisory Services's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States2-10 Employees

CFS Investment Advisory Services L.L.C. operates in the financial services sector, offering asset management guidance aimed at helping busy professionals and active retirees understand, control, and pursue their financial goals. The firm emphasizes a philosophy called Common Financial Sense, which suggests a straightforward approach to sophisticated financial planning that seeks to reduce complexity for clients while supporting their life goals. Clients likely rely on dedicated advisors who listen and respond to their needs, with the aim of providing a stable framework to manage wealth and reduce financial worry.

Headquartered in Totowa, New Jersey, the company positions itself as a smaller, independent advisory service focused on personalized, principled guidance. The recent activity reported in the press includes strategic stake purchases in prominent market-listed assets, reflecting engagement with a diversified investment approach. The firm has pursued partnerships and development activities within the financial advisory ecosystem since at least 2016.

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