Business Details
Your Trusted Partner for Financial Adviser Solutions
At Corporate Financial (CFS), we have dedicated over five decades to empowering professionals, business owners, and families through tailored financial strategies. Founded by Sidney Friedman and led today by President Scott Harrison, our team combines more than 100 years of collective expertise to address complex financial challenges. We prioritize a comprehensive discovery process to craft personalized plans that optimize income, retirement benefits, and corporate profitability while managing insurance and employee benefits costs.Our approach integrates collaboration with legal and accounting professionals, leveraging affiliations with over 100 top-tier institutions to deliver innovative solutions. Recognized by national publications for our creative problem-solving, we remain committed to client-centric service rooted in ethical practices and industry-leading experience.
Services
Tax Exempt Products
Investment Management
Retirement Strategies
Estate Planning
Insurance Products
Employee Benefits
Financial Planning
Compensation Plans
401(k) Management
Mutual Fund Services
Highlights and features
- We offer over 50 years of specialized financial services experience.
- Our team combines 100+ years of collective industry expertise.
- We utilize a patented discovery process for personalized financial planning.
- Our solutions are endorsed by national financial publications.
- We collaborate directly with legal and accounting professionals for holistic planning.
Services
Financial Planning
Our financial planning service creates customized roadmaps to achieve long-term monetary goals. We analyze income streams, investment portfolios, and tax implications to optimize wealth growth. Clients receive actionable recommendations for retirement readiness and intergenerational asset transfer.
Retirement Strategies
We design retirement frameworks tailored to individual risk profiles and lifestyle aspirations. Our strategies maximize tax-advantaged accounts while ensuring liquidity during post-career years. Solutions integrate Social Security optimization and annuity products for sustainable income.
Estate Planning
Our estate planning service ensures seamless asset distribution while minimizing tax burdens. We coordinate trusts, wills, and insurance policies to preserve family wealth across generations. Legal documentation aligns with evolving state regulations and client priorities.
Investment Management
We offer active portfolio management across diverse asset classes. Our approach balances growth potential with risk mitigation through continuous market analysis. Clients benefit from personalized investment selection and performance tracking against financial objectives.
Employee Benefits
We develop comprehensive benefits packages that attract talent while controlling employer costs. Services include 401(k) plan design, health insurance optimization, and executive compensation structures. Our solutions comply with evolving regulatory requirements while enhancing workforce satisfaction.
People
Sidney Friedman
Founder
Established Corporate Financial over 50 years ago with a vision for client-centric financial solutions. Pioneered innovative approaches to wealth preservation that remain foundational to the company's methodology.
Scott Harrison
President
Lead ChFC professional since 2003, expanding CFS's expertise through strategic hires and industry partnerships. Maintains the firm's commitment to ethical practices while advancing digital financial planning tools for modern client needs.
Questions
What financial services do you specialize in?
We specialize in retirement planning, estate strategies, investment management, and employee benefits optimization. Our solutions integrate tax-exempt products and customized insurance frameworks for individuals and businesses.
How do you create personalized financial plans?
Our patented discovery process analyzes your complete financial profile, including income sources, liabilities, and long-term goals. We then develop tailored strategies that align with your risk tolerance and life objectives.
What makes your firm different from other advisers?
Our combination of 50+ years of experience, 100+ years of team expertise, and collaboration with legal/accounting professionals provides comprehensive solutions. We maintain affiliations with over 100 top-tier financial institutions for diverse product access.
Do you work with both individuals and businesses?
Yes, we serve professionals, business owners, and families. Our services address personal wealth management and corporate financial strategies, including executive compensation and employee benefits programs.
How are your investment management services structured?
We offer actively managed portfolios across equities, bonds, and alternative investments. Strategies are customized based on client risk profiles with continuous performance monitoring and quarterly reporting.
What geographic areas do you serve?
While headquartered in the United States, we serve clients nationwide through digital consultations and local partnerships. Our financial products comply with regulations in all 50 states and Canadian jurisdictions.
