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.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Learn More
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
Amy Lipniarski
Office Manager
Karrie Boulware
Client Relationship Manager
Marissa Schenback
Registered Assistant
Murray Richardson, BFA™
President - Heritage Line Wealth Mangement