C.D. Financial, Inc. is considered an "essential" business, and will therefore be open and available to communicate with clients and handle all transactions.

Please note that you may experience a delay due to increased incoming and outgoing call volume, and that we may have let staff remain at home with their families if the need should arise.  That said, we make every effort to respond same day to messages left via email or voicemail.

If the need is urgent, please indicate this on your message.

If you are looking for a 2019 tax form(s), please let Amy and/or Marissa know for immediate attention.

Thank you for your understanding.  Wishing you and your family, good health

- Murray



For those clients with existing Life Insurance policies, please open and read this PRESS RELEASE from NY state regarding Financial Hardships and premium payments.  Please contact our office if you have any questions.


Welcome to our site, where you’ll find a wealth of information in the form of newsletters, videos, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope that you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Visit the Contact Us tab to schedule a consultation