At The College Funding Specialists , You can expect us to get to know you and your family, your goals, and what matters most to you. We will ascertain your values and your goals and help use them to make decisions that are in alignment.
The first (and most important) step of the process? We’ll get to know your investment style at your convenience, whether you prefer a phone meeting or to sit down in person. From there, we’ll make recommendations based on your needs, goals, and comfort zone.
Here you can browse a list of the products and services that fall under our areas of expertise. We are confident we can help you make progress toward your financial goals.
We specialize in the following services: