PURSUE FINANCIAL FREEDOM
Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals.
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.
WE'RE WITH YOU EVERY STEP OF THE WAY
We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
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Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
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Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
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HOW WE WORK
We offer comprehensive insurance solutions and smart protection strategies.
Amy Lipniarski
Office Manager
Karrie Boulware
Client Relationship Manager
Marissa Schenback
Registered Assistant
Murray Richardson, BFA™
President - Heritage Line Wealth Mangement