Community Financial Service Center

Our Story

At Community Financial Services Center, we believe that financial planning should be a personalized and comprehensive approach that takes into account each individual's unique circumstances and goals. Our team of professionals shares a passion for helping people achieve their financial objectives, and we are committed to providing exceptional service and guidance to our clients.

Our Services

We offer a wide range of services designed to help individuals and organizations achieve their financial objectives. Our expertise includes investment management, financial planning, and retirement planning. We also provide access to a variety of investment products and services, including mutual funds, exchange-traded funds (ETFs), and individual securities. In addition, we offer insurance products and services to help protect our clients' assets and achieve their long-term financial goals.

Our Team

At the heart of our practice are our dedicated and experienced professionals. Our team is committed to providing personalized service and crafting customized financial plans that meet the unique needs and goals of each client. Our professionals are licensed and certified, with advanced degrees and extensive training in the fields of finance and investment.

Leadership

Our Managing Partner and Financial Advisor, Edward Sokolowski, is a seasoned professional with over two decades of experience in the financial industry. Ed is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Investment Fiduciary (AIF). He has been recognized as a President's Club Advisor, a prestigious distinction awarded by Commonwealth Financial Network, among the most esteemed financial advisors in the industry.

What We Do

At Community Financial Services Center, we take a comprehensive and integrated approach to financial planning. We believe that every individual's financial situation is unique, and we take the time to understand our clients' goals, risk tolerance, and financial circumstances. Our team of professionals works closely with each client to create a customized financial plan that addresses their specific needs and objectives. We strive to provide exceptional service, guidance, and support throughout the planning process and beyond.

Our Commitment

We are committed to providing our clients with the highest level of service, expertise, and guidance. Our team is dedicated to helping individuals and organizations achieve their financial objectives and achieve long-term financial security. We believe that financial planning should be a personalized and comprehensive process that takes into account each individual's unique circumstances and goals.