Leaving a major wirehouse to join cfd was the best decision of my career and my only regret is not doing it sooner! This organization is truly special for many reasons, but it all starts with the people who work here; The cfd team is filled with incredibly kind, talented, and knowledgeable people who consistently go above and beyond to serve their advisers while cultivating a familial environment. To anyone looking for a new opportunity to work with a broker dealer that truly values their advisers; There is no place I’d rather be...

With the depth and complexity of industry offerings and the ever-changing nature of the industry itself, knowledge is power.  And cfd puts that power at their advisers’ fingertips... 

Many years ago we spent three hours with Mick and Brent Owens and decided that cfd Investments was the place for us. It has been the BEST career move of my life. What a pleasure it is to be involved with a company that ALWAYS puts you first.

One of my favorite sayings is, “You Win with People,” a quote from Coach Woody Hayes. Coaches aim to put their players in the best position to win, and this is the culture at CFD. They equip advisers with all of the tools they need to succeed.

Coming from a national Broker Dealer, I was initially concerned that business processing efficiency at CFD would be a step back. However, I found that I am running my business MORE efficiently, and I am receiving more personal service, with CFD than I was the case with a large firm. The responsive service allows me to serve clients with a new level of excellence. I have been delighted to find that CFD leadership & the team make following through on their promises a way of life.

When looking for a new broker-dealer, my search targeted small, non-corporate, independent institutions.  I came from the large corporate environment, and it drove me insane.  I was a number.  Service, the advisors, and the clients were secondary to corporate policy and the bottom line.  With CFD, the advisors and the clients come first, and that is proven every day.  It’s been two years now that I selected CFD to assist me in serving my clients.  They have helped me put the past behind me, and continue to show me the future is bright in their organization.  I am a member of the family, and they demonstrate so at every turn.