EXPERTISE YOU CAN TRUST
What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put C.D. Financial on the map.
We have only one focus: you. We'll work with you to provide personalized support every step of the way.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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Murray Richardson, BFA™
President - C.D. Financial, Inc.
Marissa Schenback
Registered Assistant
Amy Lipniarski
Office Manager