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.
Learn More
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Learn More
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Learn More
Murray Richardson, BFA™
President - C.D. Financial, Inc.
Marissa Schenback
Registered Assistant
Amy Lipniarski
Office Manager