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Welcome to the Canfield Financial Services Inc Web site. Our goal is to provide you with useful information about our company that we hope makes it easier for you to do business with us. Canfield Financial Services Inc has been serving clients since 1994. We specialize in investment, insurance and tax planning. At this site, you will discover all about our planning services and our philosophy in helping our clients reach their goals. Feel free to browse around this site. If you have comments or questions about our products or services, or simply need more information and want to contact us, click on the contact button on any page within this site. Thanks for visiting and we look forward to serving you. |
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Required Disclosures A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her stated securities law administrator. Fee-based investment advisory services and investment products and services available only to residents of AZ, CA, GA, MI, NY, OK, OR, UT, and WA. Blaine Canfield is licensed to sell insurance products in the states of WA, OR, AZ, and CA.
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Securities and advisory services offered through KMS Financial Services, Inc |
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