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Planning Today for your Tomorrow

Planning Today for your Tomorrow

Planning Today for your Tomorrow

Planning Today for your Tomorrow

Planning Today for your Tomorrow

Planning Today for your Tomorrow

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Client Testimonials

I would never trust my retirement accounts and investment accounts with anyone other than the CFSB Investments Team - they are the BEST!!! They put YOUR interests FIRST and are so friendly and helpful! (03/29/2024)

Betsy

Jenny and her staff are amazing! I have used Jenny for 30 years and have complete confidence in her investment choices! (05/17/2024)

Leone

Jenny and her entire staff are wonderful. They give me confidence in their investment choices and are always so friendly and caring to my situation! (05/30/2024)

Stacy

Patrick Flanary, CFSB Investments is a knowledgeable, trustworthy and customer-focused Financial Advisor. He has helped my husband and I with specific goals for retirement. He continuously keeps up-to-date on how we are tracking towards our plan and makes consultative suggestions when needed. With his support and expertise we are confident in our financial future. If you are looking for honesty and integrity then give Patrick a call. (01/11/2024)

Laurie

I really cannot say enough good about Patrick Flanary! I knew and respected his mother, Jenny. When it was time to plan my own retirement, I went to her just as Patrick was beginning his career, and got a two-for-one deal in mom and son, which was fantastic. Under her tutelage, Patrick has grown and learned, proving himself to be mature, responsible and intelligent, with a finger on the pulse of the market. I’m pleased to have him as “my” financial guide and trust him and his judgement totally. To complete the package, he has a friendly, pleasant personality. (07/10/2024)

Kim

I have worked with Riley Solomon at CFSB Investments for about five years and he has done an outstanding job. I had sent a family member to CFSB for financial counseling and Riley did an amazing job explaining and motivating them to get out of a crisis which they did . I was so thankful that when it came time to look for a new financial advisor I knew I wanted to go with Riley . Riley helps me understand all my investments and gives great advice based on my goals and what I am comfortable with . I think Riley and CFSB Investments is a great choice. ((01/30/2024)

Michael.

Riley has made transferring my retirement savings very easy and has communicated every step of the way along with educated suggestions on the ways to invest various amounts in order to meet my future goals. He is very easy to talk to and I have felt comfortable from day one. (01/30/2024)

Jim

With retirement just a few years away, the company I worked for liquidated their pension plans, and my wife and I were faced with the arrival of a check and no idea what to do with it. There are investment brokers all over town, but for some reason, we decided to check with CFSB to see what services they offer. We wound up with an appointment with Riley Solomon, and I have no doubt that's exactly where we were supposed to be. From our first meeting, Riley not only made us feel comfortable, but he exhibited knowledge that made us feel confident in his abilities to handle our money. Never at any time have I felt stupid asking a question, and he never rushes through our meetings and always takes time to explain things in ways we can understand. He's always kind, always friendly, always warm and welcoming. We've had a great experience with CFSB for personal banking, but our greatest experience has been having Riley as our investment banker. (02/05/2024)

Mark

These statements are testimonials by clients of the financial professional as of the date noted. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Contact

270-527-4650

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Address

221 W 5th St
Benton KY 42025

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