Business Details
Your Trusted Financial Planning Partner
At Corporate Financial (CFS), we have dedicated ourselves to providing innovative financial programs for professionals, business owners, and their companies since our founding over 50 years ago. Our team of experienced professionals specializes in maximizing personal income, retirement benefits, and corporate profits while managing the cost of group insurance and employee benefits. Through a comprehensive discovery process, we develop tailored strategies that align with each client's unique financial situation and priorities. Our commitment to excellence is reflected in our 100+ years of combined team experience and recognition from national publications for our creative problem-solving approach.We collaborate closely with clients' accounting and legal advisors to ensure holistic solutions, leveraging affiliations with over 100 financial institutions to deliver optimal products. Sidney Friedman established our ethical foundation in client-centric service, a legacy continued today under President Scott Harrison, a ChFC since 2003. Our success stems from rigorous client-specific research and a corporate culture that prioritizes integrity, expertise, and proactive financial management education.
Services
Retirement Strategies
Estate Planning
Tax Exempt Products
Investment Management
Insurance Products
Employee Benefits
Financial Planning
Compensation Plans
401(k) Solutions
IRA Management
Highlights and features
- We offer 50+ years of combined experience in financial planning
- Our team holds advanced certifications including ChFC designation
- We provide personalized strategies through comprehensive client discovery
- We maintain affiliations with 100+ top financial institutions
- Our approach combines innovation with proven business fundamentals
Services
Retirement Strategies
Our retirement strategies focus on maximizing long-term financial security through personalized investment portfolios and tax-efficient withdrawal plans. We analyze current assets, future goals, and risk tolerance to create customized retirement roadmaps. With expertise in 401(k)s, IRAs, and pension optimization, our solutions ensure sustainable income throughout retirement years.
Estate Planning
Estate planning services ensure seamless wealth transfer while minimizing tax liabilities. We develop comprehensive strategies using trusts, wills, and insurance products tailored to each client's family structure and asset portfolio. Our approach balances legal compliance with personalized wishes, preserving generational wealth through meticulous documentation and contingency planning.
Investment Management
Our investment management services combine modern portfolio theory with active risk management. We construct diversified portfolios aligned with individual risk profiles and financial objectives, utilizing mutual funds, ETFs, and individual securities. Regular performance reviews and rebalancing ensure optimal growth while maintaining strategic asset allocation targets.
Insurance Products
We offer comprehensive insurance solutions including life, disability, and long-term care coverage. Our specialists evaluate clients' protection needs against financial obligations to determine appropriate coverage levels. Through partnerships with top-rated carriers, we secure policies that balance premium costs with comprehensive risk mitigation for both personal and business applications.
Employee Benefits
Our employee benefits consulting helps businesses design competitive compensation packages. We analyze organizational needs to create cost-effective health, retirement, and insurance programs that attract talent while optimizing tax advantages. From 401(k) administration to group health plans, our solutions enhance employee satisfaction and retention.
People
Sidney Friedman
Founder
Established Corporate Financial over 50 years ago with a commitment to ethical client-centric financial solutions. Pioneered innovative approaches to wealth management that continue guiding the company's philosophy today.
Scott Harrison
President
ChFC professional with 20+ years of leadership experience. Succeeded Sidney Friedman in 2003, maintaining the company's ethical standards while expanding service offerings and team expertise.
Questions
What financial planning services do you offer?
We provide retirement strategies, estate planning, investment management, insurance products, and employee benefits consulting tailored to individual and business needs.
How long has your company been in business?
Our professionals have delivered financial solutions for over 50 years, with our founding in 1970 by Sidney Friedman.
What makes your approach unique?
We combine personalized discovery processes with industry certifications and affiliations with 100+ financial institutions to create comprehensive, client-specific solutions.
Do you work with both individuals and businesses?
Yes, we serve both private clients and business owners, offering specialized strategies for personal wealth management and corporate financial optimization.
How are your financial recommendations developed?
We conduct detailed financial assessments, then create customized strategies through collaboration with clients' existing legal and accounting professionals.
