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Empower Your Financial Future: Discover Tailored Solutions Today!

We pride ourselves on being able to assist our clients and prospects with a wide range of products and services. Providing education and guidance for all of life’s financial challenges and goals.

Step 1: IDENTIFY YOUR NEEDS & FINANCES

Our Financial Consultants begin by getting to know you. They complete a profile that helps them understand your current financial situation and goals.

Step 2: PREPARING YOUR PLAN

With your goals and current financial picture in mind, our Financial Consultants review your finances and develop a plan of action, which includes strategies and recommendations to address your needs.

Step 3: IMPLEMENTING & MONITORING YOUR PLAN

Once you select the most suitable approach, our Financial Consultants put your plan into action. They then maintain communication with you to monitor your strategy and make adjustments when needed.

Speak With An Advisor

See how you can build your financial future.

OUR SERVICES

Financial Wellness

Risk Management & Insurance

Portfolio Strategies

Retirement Planning

Assistance to Loved Ones

Income Tax Planning

End of Life Planning

More About the CFS Group

CFS Group, Inc. believes the financial decisions you make today will impact lifestyle decisions you may have to make tomorrow. That’s why starting a savings plan is the first step to pursuing your financial future. CFS Group, Inc. will provide a personalized focus on your savings goals, allowing us to work together in creating a plan that fits you. Whether you are just starting your plan or have accumulated a lifetime of saving, we will be there every step of the way.

Located at Chemung Canal Trust Company

1 Chemung Canal Plaza

Elmira, NY 14901

cfsgroupny.com

LPL Financial Form CRS ›

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Chemung Canal Trust Company and CFS Group, Inc. are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CFS Group, Inc., and may also be employees of Chemung Canal Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Chemung Canal Trust Company or CFS Group, Inc. Securities and insurance offered through LPL or its affiliates are:

Not Insured By FDIC or Any Other Government Agency	Not Bank Guaranteed	Not Bank Deposits or Obligations	May Lose Value

Chemung Canal Trust Company provides referrals to financial professionals of LPL Financial LLC (CFS Group, Inc.) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

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